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.
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 | $3,623 | $66,302-94.5% | $110,238-96.7% | $56,287-93.6% |
| Participation rate | 41.9% | 74.9%-33.0pp | 79.8%-37.9pp | 69.9%-28.0pp |
| Annual return | 0.00% | -1.18%+1.2pp | 314.74%-314.7pp | -9.96%+10.0pp |
| Employer contribution / active EE | $630 | $2,047-69.2% | $3,826-83.5% | $2,111-70.2% |
| Participant deferral / active EE | $1,041 | $3,381-69.2% | $4,672-77.7% | $3,350-68.9% |
| Admin fee / account holder | $1 | $698-99.9% | $8,547-100.0% | $521-99.9% |