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.
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 | $3,025 | $84,233-96.4% | $170,442-98.2% | $70,131-95.7% |
| Participation rate | 60.8% | 70.8%-10.0pp | 83.6%-22.8pp | 69.5%-8.7pp |
| Annual return | 16.48% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $430 | $3,387-87.3% | $5,433-92.1% | $2,342-81.6% |
| Participant deferral / active EE | $543 | $3,086-82.4% | $4,939-89.0% | $3,332-83.7% |
| Admin fee / account holder | $35 | $5,698-99.4% | $13,880-99.7% | $4,645-99.2% |