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.
Annual investment return 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 | $11,667 | $55,453-79.0% | $170,442-93.2% | $62,292-81.3% |
| Participation rate | 45.7% | 66.4%-20.6pp | 83.6%-37.9pp | 69.5%-23.8pp |
| Annual return | 7.83% | 21.38%-13.5pp | 205.93%-198.1pp | 28.90%-21.1pp |
| Employer contribution / active EE | $681 | $2,164-68.5% | $5,433-87.5% | $2,042-66.7% |
| Participant deferral / active EE | $738 | $2,303-68.0% | $4,939-85.1% | $3,169-76.7% |
| Admin fee / account holder | $105 | $455-76.8% | $13,880-99.2% | $479-78.0% |