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 | $16,292 | $37,044-56.0% | $71,796-77.3% | $57,658-71.7% |
| Participation rate | 46.9% | 61.1%-14.2pp | 69.1%-22.2pp | 70.2%-23.3pp |
| Annual return | 4.80% | 12.64%-7.8pp | 78.04%-73.2pp | 5.13%-0.3pp |
| Employer contribution / active EE | $159 | $720-77.9% | $1,924-91.7% | $1,974-91.9% |
| Participant deferral / active EE | $875 | $1,974-55.7% | $2,794-68.7% | $3,061-71.4% |
| Admin fee / account holder | $63 | $101-37.7% | $4,815-98.7% | $95-33.5% |