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 | $47,312 | $40,174+17.8% | $84,015-43.7% | $67,579-30.0% |
| Participation rate | 69.6% | 62.7%+6.9pp | 69.0%+0.5pp | 71.3%-1.7pp |
| Annual return | 20.58% | 25.82%-5.2pp | 71.31%-50.7pp | 378.56%-358.0pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,100 | $2,301-52.2% | $3,239-66.0% | $3,539-68.9% |
| Admin fee / account holder | $254 | $128+97.9% | $6,101-95.8% | $142+78.5% |