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.
| Provider | Service type | Compensation |
|---|---|---|
MATSON MONEY INC1 year Filed as: MATSON MONEY Service code 16 · EIN 45-3138736 | Consulting | $13,248 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-0294708 | Other Services | $5,958 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,098 | $84,487-86.9% | $125,339-91.1% | $66,914-83.4% |
| Participation rate | 29.8% | 76.4%-46.6pp | 82.4%-52.6pp | 69.8%-40.0pp |
| Annual return | 0.19% | -8.39%+8.6pp | 572.05%-571.9pp | 1.58%-1.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,259 | $6,781-81.4% | $7,446-83.1% | $4,237-70.3% |
| Admin fee / account holder | $216 | $685-68.5% | $10,010-97.8% | $593-63.6% |