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.
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 | $12,851 | $58,083-77.9% | $80,019-83.9% | $56,287-77.2% |
| Participation rate | 19.8% | 73.6%-53.8pp | 75.8%-56.1pp | 69.9%-50.1pp |
| Annual return | 9.86% | 34.61%-24.7pp | 11.22%-1.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $180 | $3,135-94.3% | $3,686-95.1% | $3,350-94.6% |
| Admin fee / account holder | $125 | $623-79.9% | $6,521-98.1% | $521-76.0% |