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.
Employer 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 | $15,548 | $80,177-80.6% | $123,892-87.5% | $57,658-73.0% |
| Participation rate | 31.8% | 74.4%-42.6pp | 81.4%-49.6pp | 70.2%-38.4pp |
| Annual return | 8.32% | 17.90%-9.6pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $416 | $2,913-85.7% | $4,617-91.0% | $1,974-78.9% |
| Participant deferral / active EE | $2,612 | $5,130-49.1% | $5,984-56.4% | $3,061-14.7% |
| Admin fee / account holder | $20 | $106-80.9% | $8,357-99.8% | $95-78.5% |