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 | $30,135 | $58,577-48.6% | $83,333-63.8% | $64,186-53.1% |
| Participation rate | 51.7% | 72.0%-20.3pp | 77.8%-26.1pp | 69.6%-17.9pp |
| Annual return | -7.57% | 9.65%-17.2pp | 10.63%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,046 | $4,654-34.6% | $5,565-45.3% | $3,470-12.2% |
| Admin fee / account holder | $133 | $9,275-98.6% | $7,510-98.2% | $4,888-97.3% |