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 8-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 | $2,986 | $31,388-90.5% | $73,545-95.9% | $62,292-95.2% |
| Participation rate | 26.7% | 39.9%-13.1pp | 54.9%-28.2pp | 69.5%-42.8pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $518 | $498+4.1% | $1,219-57.5% | $2,042-74.6% |
| Participant deferral / active EE | $597 | $1,028-41.9% | $1,806-66.9% | $3,169-81.1% |
| Admin fee / account holder | $99 | $299-67.0% | $2,320-95.7% | $479-79.4% |