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 | $2,430 | $52,884-95.4% | $84,750-97.1% | $55,167-95.6% |
| Participation rate | 48.7% | 67.5%-18.8pp | 76.6%-27.9pp | 69.0%-20.3pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $494 | $2,233-77.9% | $3,574-86.2% | $1,963-74.8% |
| Participant deferral / active EE | $732 | $2,644-72.3% | $3,712-80.3% | $3,054-76.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |