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 | $13,062 | $52,293-75.0% | $178,490-92.7% | $73,409-82.2% |
| Participation rate | 65.6% | 65.3%+0.3pp | 81.9%-16.3pp | 72.2%-6.5pp |
| Annual return | 14.27% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $842 | $1,735-51.5% | $5,011-83.2% | $2,234-62.3% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $151 | $127+18.3% | $13,984-98.9% | $158-4.6% |