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.
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 | $7,475 | $99,957-92.5% | $149,696-95.0% | $73,488-89.8% |
| Participation rate | 20.9% | 75.7%-54.8pp | 82.5%-61.6pp | 70.7%-49.8pp |
| Annual return | 32.15% | 53.87%-21.7pp | 276.60%-244.5pp | 28.51%+3.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $861 | $6,073-85.8% | $6,842-87.4% | $3,740-77.0% |
| Admin fee / account holder | $53 | $551-90.4% | $9,309-99.4% | $513-89.7% |