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 5-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 | $4,287 | $84,948-95.0% | $70,449-93.9% | $73,409-94.2% |
| Participation rate | 57.8% | 79.9%-22.2pp | 75.1%-17.3pp | 72.2%-14.4pp |
| Annual return | 0.00% | 13.39%-13.4pp | 109.03%-109.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,145 | $2,834-59.6% | $2,737-58.2% | $2,234-48.7% |
| Participant deferral / active EE | $692 | $3,387-79.6% | $3,709-81.3% | $3,805-81.8% |
| Admin fee / account holder | $12 | $98-87.9% | $3,845-99.7% | $158-92.5% |