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 | $53,181 | $74,347-28.5% | $93,606-43.2% | $67,579-21.3% |
| Participation rate | 62.9% | 80.6%-17.7pp | 75.8%-12.9pp | 71.3%-8.4pp |
| Annual return | 19.61% | 28.07%-8.5pp | 32.76%-13.1pp | 378.56%-358.9pp |
| Employer contribution / active EE | $645 | $2,583-75.0% | $2,718-76.3% | $2,148-70.0% |
| Participant deferral / active EE | $3,249 | $4,060-20.0% | $4,069-20.1% | $3,539-8.2% |
| Admin fee / account holder | $43 | $123-64.9% | $7,888-99.5% | $142-69.7% |