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.
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 | $4,886 | $100,801-95.2% | $149,696-96.7% | $73,409-93.3% |
| Participation rate | 3.3% | 77.7%-74.4pp | 82.5%-79.2pp | 72.2%-68.9pp |
| Annual return | 64.61% | 265.34%-200.7pp | 276.60%-212.0pp | 59.29%+5.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $96 | $6,404-98.5% | $6,842-98.6% | $3,805-97.5% |
| Admin fee / account holder | $28 | $181-84.3% | $9,309-99.7% | $158-82.1% |