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 7-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 | $5,066 | $44,734-88.7% | $99,443-94.9% | $67,579-92.5% |
| Participation rate | 53.1% | 66.2%-13.1pp | 73.8%-20.8pp | 71.3%-18.2pp |
| Annual return | 0.00% | 32.45%-32.4pp | 30.72%-30.7pp | 378.56%-378.6pp |
| Employer contribution / active EE | $951 | $1,261-24.6% | $2,540-62.6% | $2,148-55.7% |
| Participant deferral / active EE | $1,801 | $2,731-34.0% | $3,619-50.2% | $3,539-49.1% |
| Admin fee / account holder | $29 | $120-76.1% | $6,250-99.5% | $142-79.9% |