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 | $4,035 | $53,127-92.4% | $86,590-95.3% | $70,131-94.2% |
| Participation rate | 59.3% | 65.3%-6.0pp | 73.5%-14.2pp | 69.5%-10.2pp |
| Annual return | 39.92% | 27.66%+12.3pp | 964.84%-924.9pp | 73.14%-33.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,872 | $2,696+6.5% | $3,609-20.4% | $3,332-13.8% |
| Admin fee / account holder | $22 | $3,585-99.4% | $4,906-99.6% | $4,645-99.5% |