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 | $7,083 | $32,425-78.2% | $74,583-90.5% | $55,167-87.2% |
| Participation rate | 11.7% | 54.0%-42.3pp | 68.1%-56.4pp | 69.0%-57.3pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $186 | $1,043-82.2% | $2,525-92.6% | $1,963-90.5% |
| Participant deferral / active EE | $338 | $1,995-83.1% | $3,458-90.2% | $3,054-88.9% |
| Admin fee / account holder | $72 | $748-90.3% | $4,138-98.3% | $504-85.6% |