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 8-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 | $10,790 | $53,901-80.0% | $134,143-92.0% | $73,488-85.3% |
| Participation rate | 29.6% | 62.8%-33.2pp | 72.2%-42.5pp | 70.7%-41.0pp |
| Annual return | 21.75% | 15.82%+5.9pp | 36.33%-14.6pp | 28.51%-6.8pp |
| Employer contribution / active EE | $501 | $1,458-65.7% | $3,704-86.5% | $2,270-77.9% |
| Participant deferral / active EE | $1,708 | $2,739-37.6% | $3,499-51.2% | $3,740-54.3% |
| Admin fee / account holder | $181 | $581-68.8% | $6,684-97.3% | $513-64.7% |