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 | $15,335 | $67,166-77.2% | $57,343-73.3% | $55,191-72.2% |
| Participation rate | 34.3% | 77.7%-43.4pp | 75.1%-40.8pp | 69.2%-34.8pp |
| Annual return | 1.13% | 4.22%-3.1pp | 24.39%-23.3pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $973 | $2,835-65.7% | $3,162-69.2% | $3,046-68.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |