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 | $20,876 | $51,466-59.4% | $78,778-73.5% | $62,292-66.5% |
| Participation rate | 21.2% | 59.8%-38.6pp | 69.2%-48.0pp | 69.5%-48.3pp |
| Annual return | 18.19% | 19.96%-1.8pp | 35.62%-17.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $547 | $2,147-74.5% | $2,958-81.5% | $3,169-82.7% |
| Admin fee / account holder | $48 | $489-90.2% | $5,134-99.1% | $479-90.0% |