See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,535 | $94,833-28.8% | $75,696-10.8% | $86,799-22.2% |
| Participation rate | 65.8% | 79.1%-13.3pp | 74.8%-9.0pp | 72.3%-6.5pp |
| Annual return | 18.01% | 16.91%+1.1pp | 104.53%-86.5pp | 97.91%-79.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,023 | $3,632-44.3% | $3,821-47.1% | $4,131-51.0% |
| Admin fee / account holder | $4 | $109-96.7% | $3,619-99.9% | $170-97.9% |