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 9-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.
Employer 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 | $2,166 | $43,423-95.0% | $78,689-97.2% | $55,167-96.1% |
| Participation rate | 56.1% | 68.0%-11.9pp | 73.6%-17.5pp | 69.0%-12.9pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.18%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,520 | $2,509-39.4% | $3,517-56.8% | $3,054-50.2% |
| Admin fee / account holder | $9 | $416-97.8% | $4,510-99.8% | $504-98.2% |