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 | $20,744 | $49,138-57.8% | $84,015-75.3% | $65,185-68.2% |
| Participation rate | 45.7% | 60.7%-15.0pp | 69.0%-23.3pp | 70.2%-24.5pp |
| Annual return | 24.69% | 23.00%+1.7pp | 71.31%-46.6pp | 29.38%-4.7pp |
| Employer contribution / active EE | $375 | $914-58.9% | $1,983-81.1% | $2,177-82.8% |
| Participant deferral / active EE | $517 | $2,397-78.4% | $3,239-84.0% | $3,514-85.3% |
| Admin fee / account holder | $4 | $543-99.2% | $6,101-99.9% | $847-99.5% |