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.
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 | $20,064 | $63,114-68.2% | $92,893-78.4% | $65,185-69.2% |
| Participation rate | 31.9% | 68.8%-36.9pp | 76.0%-44.1pp | 70.2%-38.3pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.41%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,132 | $2,571-56.0% | $3,653-69.0% | $2,177-48.0% |
| Participant deferral / active EE | $2,081 | $3,108-33.0% | $4,236-50.9% | $3,514-40.8% |
| Admin fee / account holder | $82 | $624-86.8% | $5,794-98.6% | $847-90.3% |