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 | $27,748 | $75,183-63.1% | $123,892-77.6% | $55,167-49.7% |
| Participation rate | 56.7% | 72.8%-16.2pp | 81.4%-24.8pp | 69.0%-12.3pp |
| Annual return | 17.48% | 19.01%-1.5pp | 47.52%-30.0pp | 169.23%-151.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,803 | $5,084+73.1% | $5,984+47.1% | $3,054+188.2% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |