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 | $7,784 | $41,854-81.4% | $73,843-89.5% | $52,331-85.1% |
| Participation rate | 38.1% | 66.2%-28.1pp | 73.4%-35.3pp | 68.1%-30.0pp |
| Annual return | -1.18% | 2.11%-3.3pp | 2267.84%-2269.0pp | 4.54%-5.7pp |
| Employer contribution / active EE | $393 | $1,920-79.5% | $2,787-85.9% | $1,882-79.1% |
| Participant deferral / active EE | $1,056 | $2,498-57.7% | $3,583-70.5% | $3,022-65.0% |
| Admin fee / account holder | $56 | $493-88.7% | $4,880-98.9% | $592-90.6% |