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 | $531 | $55,214-99.0% | $104,607-99.5% | $73,488-99.3% |
| Participation rate | 10.6% | 67.8%-57.2pp | 74.1%-63.5pp | 70.7%-60.1pp |
| Annual return | 0.00% | 24.79%-24.8pp | 340.46%-340.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $37 | $2,925-98.7% | $3,740-99.0% | $3,740-99.0% |
| Admin fee / account holder | $4 | $424-99.1% | $6,473-99.9% | $513-99.2% |