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 | $3,316 | $28,416-88.3% | $73,545-95.5% | $69,631-95.2% |
| Participation rate | 23.8% | 38.3%-14.5pp | 54.9%-31.1pp | 70.7%-46.8pp |
| Annual return | 0.00% | -694.13%+694.1pp | -15.16%+15.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $259 | $430-39.8% | $1,219-78.7% | $2,032-87.2% |
| Participant deferral / active EE | $627 | $897-30.1% | $1,806-65.3% | $3,224-80.5% |
| Admin fee / account holder | $25 | $104-76.2% | $2,320-98.9% | $110-77.6% |