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 | $12,889 | $52,293-75.4% | $178,490-92.8% | $73,409-82.4% |
| Participation rate | 26.6% | 65.3%-38.8pp | 81.9%-55.3pp | 72.2%-45.6pp |
| Annual return | 19.13% | 34.75%-15.6pp | 151.07%-131.9pp | 59.29%-40.2pp |
| Employer contribution / active EE | $110 | $1,735-93.6% | $5,011-97.8% | $2,234-95.1% |
| Participant deferral / active EE | $883 | $2,332-62.2% | $5,202-83.0% | $3,805-76.8% |
| Admin fee / account holder | $46 | $127-63.6% | $13,984-99.7% | $158-70.6% |