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.
Annual investment return 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 | $11,423 | $37,196-69.3% | $154,107-92.6% | $55,725-79.5% |
| Participation rate | 58.6% | 64.1%-5.5pp | 83.0%-24.5pp | 70.9%-12.3pp |
| Annual return | -6.77% | 1319.68%-1326.4pp | 735.12%-741.9pp | 244.93%-251.7pp |
| Employer contribution / active EE | $661 | $1,614-59.1% | $5,298-87.5% | $2,078-68.2% |
| Participant deferral / active EE | $1,936 | $2,068-6.4% | $5,081-61.9% | $3,356-42.3% |
| Admin fee / account holder | $19 | $102-81.5% | $13,411-99.9% | $115-83.7% |