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 | $8,831 | $56,629-84.4% | $77,999-88.7% | $55,167-84.0% |
| Participation rate | 68.3% | 73.3%-5.0pp | 75.5%-7.3pp | 69.0%-0.7pp |
| Annual return | 15.33% | 2866.98%-2851.7pp | 425.96%-410.6pp | 169.23%-153.9pp |
| Employer contribution / active EE | $1,709 | $1,723-0.8% | $2,470-30.8% | $1,963-12.9% |
| Participant deferral / active EE | $2,383 | $2,777-14.2% | $3,497-31.8% | $3,054-22.0% |
| Admin fee / account holder | $15 | $467-96.8% | $5,480-99.7% | $504-97.1% |