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.
Annual investment return 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 | $14,467 | $33,745-57.1% | $64,105-77.4% | $55,191-73.8% |
| Participation rate | 52.7% | 59.4%-6.6pp | 68.2%-15.5pp | 69.2%-16.4pp |
| Annual return | -1.82% | 4.95%-6.8pp | 791.24%-793.1pp | 10.78%-12.6pp |
| Employer contribution / active EE | $145 | $641-77.4% | $1,820-92.1% | $1,899-92.4% |
| Participant deferral / active EE | $906 | $1,929-53.0% | $2,822-67.9% | $3,046-70.3% |
| Admin fee / account holder | $68 | $94-28.2% | $4,499-98.5% | $91-25.4% |