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.
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 | $4,233 | $30,732-86.2% | $59,496-92.9% | $59,632-92.9% |
| Participation rate | 39.4% | 43.2%-3.8pp | 54.6%-15.2pp | 68.7%-29.3pp |
| Annual return | -2.48% | 4.47%-6.9pp | 182.05%-184.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $386 | $631-38.7% | $1,153-66.5% | $2,203-82.5% |
| Participant deferral / active EE | $531 | $1,183-55.1% | $1,829-71.0% | $3,192-83.4% |
| Admin fee / account holder | $32 | $2,136-98.5% | $2,232-98.6% | $4,297-99.2% |