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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,841 | $59,186-81.7% | $76,768-85.9% | $56,287-80.7% |
| Participation rate | 55.9% | 75.2%-19.4pp | 77.0%-21.1pp | 69.9%-14.0pp |
| Annual return | -2.39% | 6.62%-9.0pp | 2.43%-4.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $505 | $1,759-71.3% | $2,485-79.7% | $2,111-76.1% |
| Participant deferral / active EE | $1,048 | $3,255-67.8% | $3,852-72.8% | $3,350-68.7% |
| Admin fee / account holder | $12 | $489-97.5% | $6,675-99.8% | $521-97.7% |