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 | $21,342 | $57,976-63.2% | $62,995-66.1% | $62,292-65.7% |
| Participation rate | 53.4% | 75.9%-22.6pp | 74.8%-21.4pp | 69.5%-16.1pp |
| Annual return | 17.48% | 17.54%-0.1pp | 87.57%-70.1pp | 28.90%-11.4pp |
| Employer contribution / active EE | $537 | $2,415-77.8% | $2,759-80.5% | $2,042-73.7% |
| Participant deferral / active EE | $2,055 | $2,956-30.5% | $3,329-38.3% | $3,169-35.1% |
| Admin fee / account holder | $2 | $276-99.2% | $3,600-99.9% | $479-99.5% |