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.
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 | $14,178 | $44,425-68.1% | $67,834-79.1% | $55,167-74.3% |
| Participation rate | 60.7% | 59.7%+1.0pp | 68.8%-8.1pp | 69.0%-8.3pp |
| Annual return | 8.10% | 17.80%-9.7pp | 138.47%-130.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $144 | $1,351-89.3% | $2,403-94.0% | $1,963-92.7% |
| Participant deferral / active EE | $1,860 | $2,166-14.1% | $3,160-41.1% | $3,054-39.1% |
| Admin fee / account holder | $13 | $530-97.6% | $4,622-99.7% | $504-97.5% |