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.
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 | $10,168 | $43,504-76.6% | $68,793-85.2% | $56,287-81.9% |
| Participation rate | 22.9% | 67.8%-44.9pp | 72.2%-49.3pp | 69.9%-47.0pp |
| Annual return | 1.14% | -3.15%+4.3pp | -4.63%+5.8pp | -9.96%+11.1pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,543 | $2,509-38.5% | $3,311-53.4% | $3,350-53.9% |
| Admin fee / account holder | $4 | $515-99.3% | $5,131-99.9% | $521-99.3% |