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 | $18,994 | $85,766-77.9% | $136,294-86.1% | $70,131-72.9% |
| Participation rate | 23.7% | 74.2%-50.4pp | 81.9%-58.2pp | 69.5%-45.8pp |
| Annual return | 41.04% | 31.45%+9.6pp | 5155.94%-5114.9pp | 73.14%-32.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,919 | $5,051-62.0% | $6,247-69.3% | $3,332-42.4% |
| Admin fee / account holder | $17 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |