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 | $15,164 | $50,385-69.9% | $75,670-80.0% | $62,292-75.7% |
| Participation rate | 21.8% | 67.7%-45.9pp | 72.3%-50.6pp | 69.5%-47.8pp |
| Annual return | 101.96% | 19.90%+82.1pp | 27.34%+74.6pp | 28.90%+73.1pp |
| Employer contribution / active EE | $533 | $1,537-65.4% | $2,352-77.4% | $2,042-73.9% |
| Participant deferral / active EE | $802 | $2,445-67.2% | $3,142-74.5% | $3,169-74.7% |
| Admin fee / account holder | $133 | $384-65.3% | $5,800-97.7% | $479-72.2% |