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.
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 | $18,061 | $42,548-57.5% | $74,550-75.8% | $56,287-67.9% |
| Participation rate | 46.0% | 60.5%-14.5pp | 69.1%-23.1pp | 69.9%-23.8pp |
| Annual return | -4.47% | 12.40%-16.9pp | 32.53%-37.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,135 | $2,277-50.2% | $3,108-63.5% | $3,350-66.1% |
| Admin fee / account holder | $48 | $467-89.8% | $5,060-99.1% | $521-90.9% |