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 | $56,140 | $73,638-23.8% | $95,952-41.5% | $73,488-23.6% |
| Participation rate | 42.1% | 76.2%-34.1pp | 77.1%-35.0pp | 70.7%-28.6pp |
| Annual return | 19.26% | 16.78%+2.5pp | 91.61%-72.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,173 | $3,617-39.9% | $4,167-47.9% | $3,740-41.9% |
| Admin fee / account holder | $161 | $482-66.7% | $6,795-97.6% | $513-68.7% |