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 8-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 | $11,169 | $58,879-81.0% | $178,490-93.7% | $73,488-84.8% |
| Participation rate | 38.2% | 66.2%-28.1pp | 81.9%-43.8pp | 70.7%-32.5pp |
| Annual return | 30.37% | 24.86%+5.5pp | 151.07%-120.7pp | 28.51%+1.9pp |
| Employer contribution / active EE | $445 | $2,236-80.1% | $5,011-91.1% | $2,270-80.4% |
| Participant deferral / active EE | $538 | $2,567-79.0% | $5,202-89.6% | $3,740-85.6% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.1% |