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.
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 | $16,043 | $43,504-63.1% | $68,793-76.7% | $56,287-71.5% |
| Participation rate | 61.2% | 67.8%-6.7pp | 72.2%-11.1pp | 69.9%-8.7pp |
| Annual return | 227.28% | -3.15%+230.4pp | -4.63%+231.9pp | -9.96%+237.2pp |
| Employer contribution / active EE | $1,278 | $1,525-16.2% | $2,625-51.3% | $2,111-39.4% |
| Participant deferral / active EE | $1,849 | $2,509-26.3% | $3,311-44.2% | $3,350-44.8% |
| Admin fee / account holder | $12 | $515-97.6% | $5,131-99.8% | $521-97.6% |