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.
Employer 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 | $9,232 | $62,928-85.3% | $172,739-94.7% | $67,579-86.3% |
| Participation rate | 25.6% | 64.5%-38.9pp | 82.6%-57.1pp | 71.3%-45.7pp |
| Annual return | 26.92% | 30.36%-3.4pp | 802.84%-775.9pp | 378.56%-351.6pp |
| Employer contribution / active EE | $98 | $1,636-94.0% | $5,143-98.1% | $2,148-95.4% |
| Participant deferral / active EE | $791 | $2,145-63.1% | $5,198-84.8% | $3,539-77.6% |
| Admin fee / account holder | $35 | $167-79.3% | $13,954-99.8% | $142-75.7% |