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.
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 | $5,789 | $23,224-75.1% | $71,086-91.9% | $55,725-89.6% |
| Participation rate | 28.8% | 37.9%-9.1pp | 54.7%-25.9pp | 70.9%-42.1pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $737 | $436+69.0% | $1,088-32.2% | $2,078-64.5% |
| Participant deferral / active EE | $1,263 | $929+36.0% | $1,874-32.6% | $3,356-62.4% |
| Admin fee / account holder | $9 | $118-92.3% | $3,082-99.7% | $115-92.1% |