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.
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 | $24,500 | $58,083-57.8% | $80,019-69.4% | $56,287-56.5% |
| Participation rate | 14.3% | 73.6%-59.3pp | 75.8%-61.5pp | 69.9%-55.5pp |
| Annual return | -6.65% | 34.61%-41.3pp | 11.22%-17.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $596 | $1,932-69.2% | $2,468-75.9% | $2,111-71.8% |
| Participant deferral / active EE | $804 | $3,135-74.3% | $3,686-78.2% | $3,350-76.0% |
| Admin fee / account holder | $31 | $623-95.0% | $6,521-99.5% | $521-94.0% |