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 | $7,801 | $47,977-83.7% | $154,107-94.9% | $56,287-86.1% |
| Participation rate | 42.9% | 66.2%-23.3pp | 83.0%-40.2pp | 69.9%-27.0pp |
| Annual return | -12.88% | 3.54%-16.4pp | 735.12%-748.0pp | -9.96%-2.9pp |
| Employer contribution / active EE | $670 | $2,169-69.1% | $5,298-87.4% | $2,111-68.3% |
| Participant deferral / active EE | $974 | $2,392-59.3% | $5,081-80.8% | $3,350-70.9% |
| Admin fee / account holder | $141 | $438-67.8% | $13,411-98.9% | $521-72.9% |