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 | $15,609 | $75,183-79.2% | $123,892-87.4% | $55,167-71.7% |
| Participation rate | 52.9% | 72.8%-19.9pp | 81.4%-28.5pp | 69.0%-16.1pp |
| Annual return | 11.83% | 19.01%-7.2pp | 47.52%-35.7pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,340 | $2,823-52.6% | $4,617-71.0% | $1,963-31.7% |
| Participant deferral / active EE | $2,392 | $5,084-53.0% | $5,984-60.0% | $3,054-21.7% |
| Admin fee / account holder | $48 | $663-92.7% | $8,357-99.4% | $504-90.4% |