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 6-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 | $18,852 | $77,660-75.7% | $109,143-82.7% | $79,386-76.3% |
| Participation rate | 10.4% | 67.8%-57.4pp | 75.9%-65.5pp | 70.7%-60.3pp |
| Annual return | 24.18% | 23.44%+0.7pp | 25.75%-1.6pp | 116.85%-92.7pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,412 | $3,518-59.8% | $4,653-69.6% | $4,046-65.1% |
| Admin fee / account holder | $233 | $732-68.1% | $6,752-96.5% | $626-62.8% |