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 | $7,069 | $50,643-86.0% | $106,619-93.4% | $55,167-87.2% |
| Participation rate | 48.6% | 65.6%-16.9pp | 78.0%-29.4pp | 69.0%-20.4pp |
| Annual return | 6.40% | 7.02%-0.6pp | 9.42%-3.0pp | 169.23%-162.8pp |
| Employer contribution / active EE | $620 | $1,626-61.9% | $3,947-84.3% | $1,963-68.4% |
| Participant deferral / active EE | $1,215 | $2,208-45.0% | $3,930-69.1% | $3,054-60.2% |
| Admin fee / account holder | $1 | $488-99.9% | $6,418-100.0% | $504-99.9% |