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.
Employer 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 | $20,182 | $60,165-66.5% | $74,183-72.8% | $55,167-63.4% |
| Participation rate | 57.5% | 74.2%-16.7pp | 76.6%-19.1pp | 69.0%-11.5pp |
| Annual return | 9.47% | 10.00%-0.5pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $325 | $1,600-79.7% | $2,370-86.3% | $1,963-83.4% |
| Participant deferral / active EE | $1,504 | $2,973-49.4% | $3,550-57.6% | $3,054-50.8% |
| Admin fee / account holder | $28 | $419-93.4% | $5,586-99.5% | $504-94.5% |