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 6-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 | $3,939 | $29,369-86.6% | $77,482-94.9% | $73,409-94.6% |
| Participation rate | 7.3% | 37.9%-30.6pp | 54.2%-46.8pp | 72.2%-64.8pp |
| Annual return | 0.00% | 358.15%-358.1pp | 54.79%-54.8pp | 59.29%-59.3pp |
| Employer contribution / active EE | $79 | $406-80.5% | $986-92.0% | $2,234-96.5% |
| Participant deferral / active EE | $202 | $941-78.5% | $1,861-89.1% | $3,805-94.7% |
| Admin fee / account holder | $12 | $123-90.2% | $2,858-99.6% | $158-92.4% |