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 7-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 | $21,560 | $89,355-75.9% | $141,162-84.7% | $72,985-70.5% |
| Participation rate | 50.8% | 75.1%-24.3pp | 82.5%-31.6pp | 69.5%-18.6pp |
| Annual return | 23.83% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,728 | $3,114-44.5% | $4,735-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $3,380 | $5,418-37.6% | $6,709-49.6% | $3,607-6.3% |
| Admin fee / account holder | $32 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |