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 | $48,603 | $58,726-17.2% | $92,233-47.3% | $62,292-22.0% |
| Participation rate | 40.5% | 68.3%-27.9pp | 76.5%-36.0pp | 69.5%-29.1pp |
| Annual return | 17.02% | 43.62%-26.6pp | 176.28%-159.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,523 | $2,766-8.8% | $3,897-35.2% | $3,169-20.4% |
| Admin fee / account holder | $24 | $556-95.7% | $5,194-99.5% | $479-95.1% |