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 | $13,715 | $50,464-72.8% | $75,781-81.9% | $52,331-73.8% |
| Participation rate | 39.4% | 66.8%-27.4pp | 75.8%-36.5pp | 68.1%-28.7pp |
| Annual return | 3.37% | 1.03%+2.3pp | 9.68%-6.3pp | 4.54%-1.2pp |
| Employer contribution / active EE | $592 | $1,988-70.3% | $3,323-82.2% | $1,882-68.6% |
| Participant deferral / active EE | $1,946 | $2,570-24.3% | $3,651-46.7% | $3,022-35.6% |
| Admin fee / account holder | $3 | $1,103-99.7% | $5,299-99.9% | $592-99.5% |