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.
Annual investment return 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 | $4,283 | $37,213-88.5% | $156,549-97.3% | $63,975-93.3% |
| Participation rate | 60.3% | 65.0%-4.7pp | 84.0%-23.8pp | 71.1%-10.9pp |
| Annual return | 6.16% | 47.89%-41.7pp | 32.23%-26.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $896 | $1,357-33.9% | $5,501-83.7% | $2,182-58.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $56-100.0% | $13,027-100.0% | $70-100.0% |