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 | $8,125 | $65,409-87.6% | $98,442-91.7% | $85,850-90.5% |
| Participation rate | 16.5% | 65.0%-48.5pp | 73.3%-56.9pp | 69.3%-52.8pp |
| Annual return | 13.05% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $214 | $2,168-90.1% | $2,960-92.8% | $2,565-91.7% |
| Participant deferral / active EE | $499 | $3,166-84.2% | $4,276-88.3% | $3,952-87.4% |
| Admin fee / account holder | $37 | $4,593-99.2% | $5,949-99.4% | $6,260-99.4% |