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.
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 | $12,051 | $46,732-74.2% | $156,549-92.3% | $55,167-78.2% |
| Participation rate | 41.8% | 65.8%-24.0pp | 84.0%-42.2pp | 69.0%-27.2pp |
| Annual return | 8.21% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $489 | $2,105-76.8% | $5,501-91.1% | $1,963-75.1% |
| Participant deferral / active EE | $1,175 | $2,204-46.7% | $4,871-75.9% | $3,054-61.5% |
| Admin fee / account holder | $60 | $418-85.7% | $13,027-99.5% | $504-88.1% |