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 4-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 | $10,707 | $49,451-78.3% | $79,550-86.5% | $66,914-84.0% |
| Participation rate | 60.6% | 61.3%-0.7pp | 69.5%-8.9pp | 69.8%-9.2pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.16%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,671 | $1,266+111.1% | $2,413+10.7% | $2,544+5.0% |
| Participant deferral / active EE | $4,897 | $3,159+55.0% | $3,985+22.9% | $4,237+15.6% |
| Admin fee / account holder | $20 | $595-96.7% | $6,832-99.7% | $593-96.7% |