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 | $6,696 | $45,035-85.1% | $62,995-89.4% | $70,131-90.5% |
| Participation rate | 51.6% | 69.5%-17.9pp | 74.8%-23.2pp | 69.5%-17.9pp |
| Annual return | 10.49% | 18.76%-8.3pp | 87.57%-77.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $636 | $2,051-69.0% | $2,759-77.0% | $2,342-72.9% |
| Participant deferral / active EE | $1,025 | $2,465-58.4% | $3,329-69.2% | $3,332-69.2% |
| Admin fee / account holder | $44 | $2,834-98.5% | $3,600-98.8% | $4,645-99.1% |