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.
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 | $10,872 | $46,732-76.7% | $156,549-93.1% | $55,167-80.3% |
| Participation rate | 43.5% | 65.8%-22.3pp | 84.0%-40.5pp | 69.0%-25.5pp |
| Annual return | 24.54% | 17.72%+6.8pp | 32.23%-7.7pp | 169.23%-144.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,111 | $2,204-49.6% | $4,871-77.2% | $3,054-63.6% |
| Admin fee / account holder | $8 | $418-98.2% | $13,027-99.9% | $504-98.5% |