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.
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 | $13,616 | $46,173-70.5% | $170,442-92.0% | $69,631-80.4% |
| Participation rate | 26.5% | 63.9%-37.4pp | 83.6%-57.1pp | 70.7%-44.1pp |
| Annual return | 17.20% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $339 | $1,610-78.9% | $5,433-93.8% | $2,032-83.3% |
| Participant deferral / active EE | $519 | $2,080-75.1% | $4,939-89.5% | $3,224-83.9% |
| Admin fee / account holder | $31 | $116-72.9% | $13,880-99.8% | $110-71.6% |