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 | $13,475 | $45,283-70.2% | $155,790-91.4% | $52,331-74.3% |
| Participation rate | 69.2% | 62.2%+7.0pp | 76.1%-6.9pp | 68.1%+1.1pp |
| Annual return | 2.65% | 1.80%+0.8pp | 71.54%-68.9pp | 4.54%-1.9pp |
| Employer contribution / active EE | $651 | $1,329-51.0% | $3,836-83.0% | $1,882-65.4% |
| Participant deferral / active EE | $1,673 | $2,854-41.4% | $4,797-65.1% | $3,022-44.6% |
| Admin fee / account holder | $19 | $981-98.0% | $7,478-99.7% | $592-96.7% |