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 7-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 | $13,858 | $66,310-79.1% | $93,606-85.2% | $65,185-78.7% |
| Participation rate | 48.1% | 74.0%-25.8pp | 75.8%-27.7pp | 70.2%-22.1pp |
| Annual return | 0.00% | 42.58%-42.6pp | 32.76%-32.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $706 | $2,012-64.9% | $2,718-74.0% | $2,177-67.6% |
| Participant deferral / active EE | $1,247 | $3,342-62.7% | $4,069-69.3% | $3,514-64.5% |
| Admin fee / account holder | $43 | $6,897-99.4% | $7,888-99.5% | $847-94.9% |