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 | $32,807 | $28,416+15.5% | $73,545-55.4% | $69,631-52.9% |
| Participation rate | 13.0% | 38.3%-25.3pp | 54.9%-41.9pp | 70.7%-57.7pp |
| Annual return | 18.62% | -694.13%+712.8pp | -15.16%+33.8pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $54 | $430-87.5% | $1,219-95.6% | $2,032-97.4% |
| Participant deferral / active EE | $445 | $897-50.4% | $1,806-75.4% | $3,224-86.2% |
| Admin fee / account holder | $209 | $104+100.4% | $2,320-91.0% | $110+89.4% |