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 6-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 | $1,656 | $56,152-97.1% | $185,823-99.1% | $73,409-97.7% |
| Participation rate | 6.8% | 67.6%-60.8pp | 78.0%-71.3pp | 72.2%-65.4pp |
| Annual return | 0.00% | 17.59%-17.6pp | 35.95%-36.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $108 | $3,659-97.0% | $5,632-98.1% | $3,805-97.2% |
| Admin fee / account holder | $10 | $132-92.7% | $9,500-99.9% | $158-93.9% |