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.
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 | $15,275 | $70,002-78.2% | $115,037-86.7% | $52,331-70.8% |
| Participation rate | 24.6% | 72.1%-47.5pp | 81.4%-56.7pp | 68.1%-43.5pp |
| Annual return | -1.19% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $624 | $2,715-77.0% | $4,608-86.4% | $1,882-66.8% |
| Participant deferral / active EE | $963 | $4,920-80.4% | $6,026-84.0% | $3,022-68.1% |
| Admin fee / account holder | $36 | $566-93.7% | $8,175-99.6% | $592-94.0% |