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 | $16,537 | $70,908-76.7% | $98,907-83.3% | $73,488-77.5% |
| Participation rate | 20.0% | 73.8%-53.8pp | 76.0%-56.0pp | 70.7%-50.7pp |
| Annual return | 12.46% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $222 | $3,500-93.7% | $4,244-94.8% | $3,740-94.1% |
| Admin fee / account holder | $125 | $535-76.7% | $6,642-98.1% | $513-75.7% |