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 | $53,058 | $73,638-27.9% | $95,952-44.7% | $73,488-27.8% |
| Participation rate | 66.0% | 76.2%-10.2pp | 77.1%-11.1pp | 70.7%-4.7pp |
| Annual return | 21.28% | 16.78%+4.5pp | 91.61%-70.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $347 | $1,863-81.4% | $2,541-86.3% | $2,270-84.7% |
| Participant deferral / active EE | $4,063 | $3,617+12.3% | $4,167-2.5% | $3,740+8.6% |
| Admin fee / account holder | $219 | $482-54.6% | $6,795-96.8% | $513-57.4% |