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 9-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.
Annual investment return 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 | $15,353 | $43,504-64.7% | $68,793-77.7% | $56,287-72.7% |
| Participation rate | 67.0% | 67.8%-0.9pp | 72.2%-5.2pp | 69.9%-2.9pp |
| Annual return | -7.60% | -3.15%-4.5pp | -4.63%-3.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,211 | $1,525-20.6% | $2,625-53.9% | $2,111-42.6% |
| Participant deferral / active EE | $1,868 | $2,509-25.5% | $3,311-43.6% | $3,350-44.2% |
| Admin fee / account holder | $44 | $515-91.4% | $5,131-99.1% | $521-91.5% |