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 6-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 | $5,518 | $89,652-93.8% | $141,162-96.1% | $65,185-91.5% |
| Participation rate | 64.6% | 74.7%-10.1pp | 82.5%-17.9pp | 70.2%-5.6pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,373 | $3,065-55.2% | $4,735-71.0% | $2,177-36.9% |
| Participant deferral / active EE | $2,112 | $5,691-62.9% | $6,709-68.5% | $3,514-39.9% |
| Admin fee / account holder | $25 | $569-95.7% | $10,261-99.8% | $847-97.1% |