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 | $68,211 | $55,449+23.0% | $83,848-18.6% | $56,287+21.2% |
| Participation rate | 55.4% | 68.0%-12.6pp | 76.1%-20.8pp | 69.9%-14.5pp |
| Annual return | -3.39% | -1.38%-2.0pp | 850.88%-854.3pp | -9.96%+6.6pp |
| Employer contribution / active EE | $400 | $2,430-83.6% | $3,631-89.0% | $2,111-81.1% |
| Participant deferral / active EE | $3,901 | $2,935+32.9% | $4,082-4.4% | $3,350+16.5% |
| Admin fee / account holder | $6 | $656-99.1% | $5,478-99.9% | $521-98.8% |