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 | $20,010 | $75,183-73.4% | $123,892-83.8% | $55,167-63.7% |
| Participation rate | 58.0% | 72.8%-14.8pp | 81.4%-23.4pp | 69.0%-11.0pp |
| Annual return | 7.49% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,153 | $2,823+11.7% | $4,617-31.7% | $1,963+60.6% |
| Participant deferral / active EE | $1,432 | $5,084-71.8% | $5,984-76.1% | $3,054-53.1% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.2% |