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 9-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 | $10,091 | $60,795-83.4% | $69,455-85.5% | $65,185-84.5% |
| Participation rate | 28.0% | 74.9%-46.9pp | 74.6%-46.6pp | 70.2%-42.2pp |
| Annual return | 26.23% | 17.46%+8.8pp | 28.97%-2.7pp | 29.38%-3.2pp |
| Employer contribution / active EE | $709 | $2,452-71.1% | $2,779-74.5% | $2,177-67.4% |
| Participant deferral / active EE | $785 | $3,162-75.2% | $3,535-77.8% | $3,514-77.7% |
| Admin fee / account holder | $82 | $314-73.7% | $3,839-97.9% | $847-90.3% |