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 | $12,668 | $63,156-79.9% | $122,332-89.6% | $62,292-79.7% |
| Participation rate | 32.5% | 60.0%-27.5pp | 71.6%-39.1pp | 69.5%-37.0pp |
| Annual return | 197.89% | 20.61%+177.3pp | 30.27%+167.6pp | 28.90%+169.0pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,028 | $2,321-55.7% | $3,287-68.7% | $3,169-67.6% |
| Admin fee / account holder | $104 | $440-76.4% | $5,478-98.1% | $479-78.3% |