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 9-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 | $2,260 | $52,639-95.7% | $185,117-98.8% | $62,292-96.4% |
| Participation rate | 63.8% | 63.9%0pp | 77.3%-13.4pp | 69.5%-5.7pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $760 | $1,483-48.7% | $4,182-81.8% | $2,042-62.8% |
| Participant deferral / active EE | $969 | $3,097-68.7% | $5,045-80.8% | $3,169-69.4% |
| Admin fee / account holder | $8 | $374-98.0% | $8,159-99.9% | $479-98.4% |