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 | $81,364 | $53,901+51.0% | $134,143-39.3% | $73,488+10.7% |
| Participation rate | 41.3% | 62.8%-21.5pp | 72.2%-30.9pp | 70.7%-29.4pp |
| Annual return | 13.65% | 15.82%-2.2pp | 36.33%-22.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,122 | $2,739-22.5% | $3,499-39.3% | $3,740-43.2% |
| Admin fee / account holder | $4 | $581-99.3% | $6,684-99.9% | $513-99.2% |