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 | $16,219 | $58,512-72.3% | $84,015-80.7% | $72,985-77.8% |
| Participation rate | 54.4% | 61.2%-6.8pp | 69.0%-14.6pp | 69.5%-15.1pp |
| Annual return | 24.68% | 28.93%-4.2pp | 71.31%-46.6pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,059 | $1,163-9.0% | $1,983-46.6% | $2,440-56.6% |
| Participant deferral / active EE | $1,506 | $2,394-37.1% | $3,239-53.5% | $3,607-58.3% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |