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 | $30,342 | $52,467-42.2% | $57,179-46.9% | $55,167-45.0% |
| Participation rate | 65.2% | 75.8%-10.6pp | 75.3%-10.1pp | 69.0%-3.7pp |
| Annual return | 1.72% | 7.72%-6.0pp | 14.59%-12.9pp | 169.23%-167.5pp |
| Employer contribution / active EE | $573 | $2,477-76.9% | $2,682-78.6% | $1,963-70.8% |
| Participant deferral / active EE | $1,256 | $2,830-55.6% | $3,096-59.4% | $3,054-58.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |