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 8-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 | $25,910 | $155,795-83.4% | $136,294-81.0% | $69,631-62.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 70.7%-8.2pp |
| Annual return | 36.74% | 232464.33%-232427.6pp | 5155.94%-5119.2pp | 27571.02%-27534.3pp |
| Employer contribution / active EE | $3,225 | $2,991+7.8% | $4,695-31.3% | $2,032+58.7% |
| Participant deferral / active EE | $4,572 | $5,394-15.2% | $6,247-26.8% | $3,224+41.8% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |