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.
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 | $14,245 | $58,083-75.5% | $80,019-82.2% | $56,287-74.7% |
| Participation rate | 40.9% | 73.6%-32.7pp | 75.8%-34.9pp | 69.9%-28.9pp |
| Annual return | 0.01% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $955 | $1,932-50.6% | $2,468-61.3% | $2,111-54.8% |
| Participant deferral / active EE | $1,456 | $3,135-53.6% | $3,686-60.5% | $3,350-56.5% |
| Admin fee / account holder | $7 | $623-98.8% | $6,521-99.9% | $521-98.6% |