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 | $7,423 | $46,173-83.9% | $170,442-95.6% | $69,631-89.3% |
| Participation rate | 7.1% | 63.9%-56.8pp | 83.6%-76.5pp | 70.7%-63.6pp |
| Annual return | 19.64% | 21.62%-2.0pp | 205.93%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $255 | $2,080-87.8% | $4,939-94.8% | $3,224-92.1% |
| Admin fee / account holder | $54 | $116-53.6% | $13,880-99.6% | $110-51.3% |