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 9-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 | $11,972 | $42,772-72.0% | $87,507-86.3% | $55,167-78.3% |
| Participation rate | 19.7% | 66.5%-46.8pp | 73.8%-54.2pp | 69.0%-49.3pp |
| Annual return | 0.00% | 21.20%-21.2pp | 12.21%-12.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $651 | $1,277-49.0% | $2,550-74.5% | $1,963-66.8% |
| Participant deferral / active EE | $1,364 | $2,342-41.8% | $3,149-56.7% | $3,054-55.4% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |