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 9-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.
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 | $14,205 | $48,064-70.4% | $78,778-82.0% | $69,631-79.6% |
| Participation rate | 55.3% | 61.6%-6.3pp | 69.2%-13.9pp | 70.7%-15.4pp |
| Annual return | 27.44% | 21.81%+5.6pp | 35.62%-8.2pp | 27571.02%-27543.6pp |
| Employer contribution / active EE | $1,498 | $744+101.5% | $1,986-24.6% | $2,032-26.3% |
| Participant deferral / active EE | $2,503 | $2,079+20.4% | $2,958-15.4% | $3,224-22.4% |
| Admin fee / account holder | $21 | $152-86.5% | $5,134-99.6% | $110-81.4% |