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 9-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.
Employer 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 | $15,548 | $64,909-76.0% | $82,313-81.1% | $62,292-75.0% |
| Participation rate | 32.5% | 74.9%-42.4pp | 76.9%-44.4pp | 69.5%-37.0pp |
| Annual return | 18.91% | 21.18%-2.3pp | 25.88%-7.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $131 | $1,676-92.2% | $2,428-94.6% | $2,042-93.6% |
| Participant deferral / active EE | $1,539 | $3,103-50.4% | $3,706-58.5% | $3,169-51.4% |
| Admin fee / account holder | $40 | $440-91.0% | $5,608-99.3% | $479-91.7% |