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 8-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 | $10,344 | $44,873-76.9% | $79,464-87.0% | $56,287-81.6% |
| Participation rate | 7.9% | 68.7%-60.8pp | 73.3%-65.4pp | 69.9%-61.9pp |
| Annual return | -3.78% | 0.81%-4.6pp | 718.14%-721.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $71 | $2,746-97.4% | $3,704-98.1% | $3,350-97.9% |
| Admin fee / account holder | $158 | $418-62.4% | $5,113-96.9% | $521-69.8% |