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.
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 | $18,257 | $56,629-67.8% | $77,999-76.6% | $55,167-66.9% |
| Participation rate | 67.9% | 73.3%-5.4pp | 75.5%-7.6pp | 69.0%-1.1pp |
| Annual return | 8.91% | 2866.98%-2858.1pp | 425.96%-417.1pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,230 | $1,723+29.4% | $2,470-9.7% | $1,963+13.6% |
| Participant deferral / active EE | $2,594 | $2,777-6.6% | $3,497-25.8% | $3,054-15.1% |
| Admin fee / account holder | $38 | $467-91.9% | $5,480-99.3% | $504-92.5% |