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 7-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $953 | $34,242-97.2% | $76,523-98.8% | $75,289-98.7% |
| Participation rate | 32.6% | 43.9%-11.3pp | 68.0%-35.4pp | 72.4%-39.8pp |
| Annual return | 0.00% | -0.98%+1.0pp | -0.27%+0.3pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $209 | $1,872-88.9% | $3,835-94.6% | $3,739-94.4% |
| Admin fee / account holder | $4 | $112-96.7% | $4,848-99.9% | $102-96.4% |