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 | $12,173 | $58,726-79.3% | $92,233-86.8% | $62,292-80.5% |
| Participation rate | 48.4% | 68.3%-20.0pp | 76.5%-28.1pp | 69.5%-21.2pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.28%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,087 | $2,392-54.6% | $3,679-70.5% | $2,042-46.8% |
| Participant deferral / active EE | $1,815 | $2,766-34.4% | $3,897-53.4% | $3,169-42.7% |
| Admin fee / account holder | $7 | $556-98.8% | $5,194-99.9% | $479-98.6% |