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 | $16,501 | $36,916-55.3% | $156,549-89.5% | $57,658-71.4% |
| Participation rate | 39.1% | 63.4%-24.4pp | 84.0%-44.9pp | 70.2%-31.2pp |
| Annual return | 9.36% | 12.38%-3.0pp | 32.23%-22.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $61 | $1,571-96.1% | $5,501-98.9% | $1,974-96.9% |
| Participant deferral / active EE | $618 | $1,926-67.9% | $4,871-87.3% | $3,061-79.8% |
| Admin fee / account holder | $14 | $82-83.0% | $13,027-99.9% | $95-85.2% |