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 | $12,689 | $42,548-70.2% | $74,550-83.0% | $56,287-77.5% |
| Participation rate | 46.2% | 60.5%-14.2pp | 69.1%-22.9pp | 69.9%-23.6pp |
| Annual return | -0.02% | 12.40%-12.4pp | 32.53%-32.6pp | -9.96%+9.9pp |
| Employer contribution / active EE | $284 | $855-66.8% | $1,961-85.5% | $2,111-86.5% |
| Participant deferral / active EE | $1,856 | $2,277-18.5% | $3,108-40.3% | $3,350-44.6% |
| Admin fee / account holder | $5 | $467-98.8% | $5,060-99.9% | $521-99.0% |