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.
Employer 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 | $8,020 | $65,322-87.7% | $70,449-88.6% | $73,488-89.1% |
| Participation rate | 44.7% | 77.0%-32.2pp | 75.1%-30.3pp | 70.7%-26.0pp |
| Annual return | 0.00% | 15.71%-15.7pp | 109.03%-109.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $594 | $2,460-75.9% | $2,737-78.3% | $2,270-73.8% |
| Participant deferral / active EE | $1,503 | $3,375-55.5% | $3,709-59.5% | $3,740-59.8% |
| Admin fee / account holder | $55 | $214-74.4% | $3,845-98.6% | $513-89.3% |