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.
Employer 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 | $19,010 | $80,753-76.5% | $136,294-86.1% | $62,292-69.5% |
| Participation rate | 48.7% | 73.5%-24.8pp | 81.9%-33.2pp | 69.5%-20.8pp |
| Annual return | 15.56% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $420 | $2,884-85.4% | $4,695-91.1% | $2,042-79.4% |
| Participant deferral / active EE | $2,348 | $5,164-54.5% | $6,247-62.4% | $3,169-25.9% |
| Admin fee / account holder | $59 | $525-88.8% | $9,243-99.4% | $479-87.8% |