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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,077 | $57,435-68.5% | $105,218-82.8% | $55,191-67.2% |
| Participation rate | 53.2% | 71.3%-18.2pp | 77.2%-24.1pp | 69.2%-16.0pp |
| Annual return | -1.08% | 2.97%-4.1pp | 5.33%-6.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,957 | $3,495-44.0% | $4,867-59.8% | $3,046-35.7% |
| Admin fee / account holder | $31 | $70-55.3% | $6,992-99.6% | $91-65.4% |