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 | $38,127 | $47,969-20.5% | $85,969-55.7% | $52,331-27.1% |
| Participation rate | 69.8% | 61.7%+8.1pp | 76.5%-6.7pp | 68.1%+1.7pp |
| Annual return | 0.84% | -0.13%+1.0pp | 9.32%-8.5pp | 4.54%-3.7pp |
| Employer contribution / active EE | $357 | $1,460-75.6% | $3,474-89.7% | $1,882-81.0% |
| Participant deferral / active EE | $1,670 | $2,110-20.9% | $3,829-56.4% | $3,022-44.7% |
| Admin fee / account holder | $232 | $530-56.2% | $6,053-96.2% | $592-60.7% |