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 | $60,048 | $63,156-4.9% | $122,332-50.9% | $62,292-3.6% |
| Participation rate | 34.2% | 60.0%-25.9pp | 71.6%-37.5pp | 69.5%-35.4pp |
| Annual return | 15.96% | 20.61%-4.7pp | 30.27%-14.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,309 | $2,321-43.6% | $3,287-60.2% | $3,169-58.7% |
| Admin fee / account holder | $3 | $440-99.3% | $5,478-99.9% | $479-99.3% |