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 | $41,140 | $89,739-54.2% | $149,718-72.5% | $62,292-34.0% |
| Participation rate | 69.7% | 85.1%-15.4pp | 87.1%-17.3pp | 69.5%+0.2pp |
| Annual return | 15.94% | 21.01%-5.1pp | 1501.63%-1485.7pp | 28.90%-13.0pp |
| Employer contribution / active EE | $877 | $3,233-72.9% | $5,445-83.9% | $2,042-57.1% |
| Participant deferral / active EE | $2,795 | $4,797-41.7% | $6,569-57.5% | $3,169-11.8% |
| Admin fee / account holder | $7 | $551-98.8% | $11,283-99.9% | $479-98.6% |