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.
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 | $16,310 | $69,305-76.5% | $82,313-80.2% | $69,631-76.6% |
| Participation rate | 57.8% | 80.3%-22.5pp | 76.9%-19.1pp | 70.7%-12.9pp |
| Annual return | 16.64% | 21.47%-4.8pp | 25.88%-9.2pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $579 | $1,887-69.3% | $2,428-76.1% | $2,032-71.5% |
| Participant deferral / active EE | $1,301 | $3,568-63.5% | $3,706-64.9% | $3,224-59.6% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |