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 | $13,321 | $41,854-68.2% | $73,843-82.0% | $52,331-74.5% |
| Participation rate | 54.8% | 66.2%-11.4pp | 73.4%-18.6pp | 68.1%-13.3pp |
| Annual return | -0.01% | 2.11%-2.1pp | 2267.84%-2267.9pp | 4.54%-4.6pp |
| Employer contribution / active EE | $571 | $1,920-70.3% | $2,787-79.5% | $1,882-69.6% |
| Participant deferral / active EE | $611 | $2,498-75.6% | $3,583-83.0% | $3,022-79.8% |
| Admin fee / account holder | $21 | $493-95.7% | $4,880-99.6% | $592-96.4% |