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 | $21,253 | $63,114-66.3% | $92,893-77.1% | $65,185-67.4% |
| Participation rate | 67.0% | 68.8%-1.8pp | 76.0%-9.0pp | 70.2%-3.2pp |
| Annual return | 27.57% | 28.75%-1.2pp | 109.41%-81.8pp | 29.38%-1.8pp |
| Employer contribution / active EE | $1,680 | $2,571-34.6% | $3,653-54.0% | $2,177-22.8% |
| Participant deferral / active EE | $2,972 | $3,108-4.4% | $4,236-29.8% | $3,514-15.4% |
| Admin fee / account holder | $11 | $624-98.2% | $5,794-99.8% | $847-98.7% |