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.
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 | $19,812 | $91,552-78.4% | $133,956-85.2% | $79,858-75.2% |
| Participation rate | 67.0% | 73.3%-6.3pp | 79.8%-12.8pp | 69.6%-2.6pp |
| Annual return | 9.37% | 61.85%-52.5pp | 45.09%-35.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,114 | $2,384-53.3% | $3,919-71.6% | $2,471-54.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |