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 6-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 | $3,267 | $65,376-95.0% | $87,100-96.2% | $65,185-95.0% |
| Participation rate | 22.0% | 75.3%-53.3pp | 76.9%-54.8pp | 70.2%-48.2pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $748 | $3,388-77.9% | $4,049-81.5% | $3,514-78.7% |
| Admin fee / account holder | $11 | $520-97.9% | $7,497-99.9% | $847-98.7% |