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.
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 | $34,789 | $81,474-57.3% | $133,956-74.0% | $73,488-52.7% |
| Participation rate | 38.9% | 76.4%-37.4pp | 79.8%-40.9pp | 70.7%-31.7pp |
| Annual return | 15.89% | 19.40%-3.5pp | 45.09%-29.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,299 | $3,786-39.3% | $5,048-54.5% | $3,740-38.5% |
| Admin fee / account holder | $10 | $713-98.6% | $8,927-99.9% | $513-98.1% |