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.
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 | $22,200 | $80,753-72.5% | $136,294-83.7% | $62,292-64.4% |
| Participation rate | 50.9% | 73.5%-22.6pp | 81.9%-31.0pp | 69.5%-18.6pp |
| Annual return | 30.31% | 35.83%-5.5pp | 5155.94%-5125.6pp | 28.90%+1.4pp |
| Employer contribution / active EE | $866 | $2,884-70.0% | $4,695-81.5% | $2,042-57.6% |
| Participant deferral / active EE | $3,195 | $5,164-38.1% | $6,247-48.9% | $3,169+0.8% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |