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 5-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 | $35,088 | $58,879-40.4% | $178,490-80.3% | $73,488-52.3% |
| Participation rate | 42.4% | 66.2%-23.8pp | 81.9%-39.5pp | 70.7%-28.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1 | $2,236-99.9% | $5,011-100.0% | $2,270-99.9% |
| Participant deferral / active EE | $2,931 | $2,567+14.1% | $5,202-43.7% | $3,740-21.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |