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.
Participant 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 | $5,780 | $23,187-75.1% | $67,711-91.5% | $69,651-91.7% |
| Participation rate | 0.3% | 20.5%-20.2pp | 67.5%-67.2pp | 66.6%-66.3pp |
| Annual return | 17.94% | 599.89%-581.9pp | 25.41%-7.5pp | 53.77%-35.8pp |
| Employer contribution / active EE | $0 | $277-100.0% | $2,559-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8 | $676-98.8% | $3,585-99.8% | $3,635-99.8% |
| Admin fee / account holder | $18 | $65-71.5% | $4,255-99.6% | $63-70.8% |