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 | $9,886 | $63,924-84.5% | $108,579-90.9% | $55,167-82.1% |
| Participation rate | 68.9% | 74.3%-5.4pp | 79.6%-10.6pp | 69.0%-0.1pp |
| Annual return | 8.18% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $667 | $1,879-64.5% | $3,758-82.3% | $1,963-66.0% |
| Participant deferral / active EE | $951 | $3,067-69.0% | $4,311-77.9% | $3,054-68.8% |
| Admin fee / account holder | $15 | $618-97.6% | $7,645-99.8% | $504-97.1% |