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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,625 | $58,879-87.0% | $178,490-95.7% | $73,488-89.6% |
| Participation rate | 34.9% | 66.2%-31.4pp | 81.9%-47.1pp | 70.7%-35.8pp |
| Annual return | 14.41% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $538 | $2,567-79.0% | $5,202-89.7% | $3,740-85.6% |
| Admin fee / account holder | $2 | $400-99.6% | $13,984-100.0% | $513-99.7% |