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.
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 | $17,548 | $86,332-79.7% | $125,175-86.0% | $65,185-73.1% |
| Participation rate | 67.8% | 75.3%-7.5pp | 79.8%-12.0pp | 70.2%-2.4pp |
| Annual return | 21.35% | 27.43%-6.1pp | 43.79%-22.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $934 | $2,040-54.2% | $3,865-75.8% | $2,177-57.1% |
| Participant deferral / active EE | $1,771 | $3,537-49.9% | $4,937-64.1% | $3,514-49.6% |
| Admin fee / account holder | $11 | $609-98.1% | $9,702-99.9% | $847-98.6% |