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 | $7,266 | $46,072-84.2% | $70,014-89.6% | $55,167-86.8% |
| Participation rate | 26.7% | 67.5%-40.7pp | 71.8%-45.1pp | 69.0%-42.3pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $639 | $1,500-57.4% | $2,338-72.7% | $1,963-67.4% |
| Participant deferral / active EE | $1,317 | $2,344-43.8% | $2,931-55.1% | $3,054-56.9% |
| Admin fee / account holder | $63 | $428-85.2% | $4,380-98.6% | $504-87.4% |