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 7-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 | $3,553 | $39,948-91.1% | $89,391-96.0% | $73,409-95.2% |
| Participation rate | 66.0% | 50.4%+15.6pp | 68.0%-2.0pp | 72.2%-6.1pp |
| Annual return | 39.03% | 50.12%-11.1pp | 245.62%-206.6pp | 59.29%-20.3pp |
| Employer contribution / active EE | $403 | $1,200-66.4% | $2,586-84.4% | $2,234-82.0% |
| Participant deferral / active EE | $1,092 | $2,193-50.2% | $3,890-71.9% | $3,805-71.3% |
| Admin fee / account holder | $20 | $134-85.2% | $4,881-99.6% | $158-87.4% |