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.
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 | $2,507 | $31,388-92.0% | $73,545-96.6% | $62,292-96.0% |
| Participation rate | 14.3% | 39.9%-25.6pp | 54.9%-40.6pp | 69.5%-55.2pp |
| Annual return | 21.51% | 25.34%-3.8pp | -15.16%+36.7pp | 28.90%-7.4pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $267 | $1,028-74.1% | $1,806-85.2% | $3,169-91.6% |
| Admin fee / account holder | $77 | $299-74.3% | $2,320-96.7% | $479-83.9% |