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 | $7,801 | $58,879-86.8% | $178,490-95.6% | $73,488-89.4% |
| Participation rate | 40.9% | 66.2%-25.4pp | 81.9%-41.1pp | 70.7%-29.8pp |
| Annual return | 11.04% | 24.86%-13.8pp | 151.07%-140.0pp | 28.51%-17.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $358 | $2,567-86.0% | $5,202-93.1% | $3,740-90.4% |
| Admin fee / account holder | $94 | $400-76.5% | $13,984-99.3% | $513-81.7% |