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.
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 | $9,011 | $44,425-79.7% | $67,834-86.7% | $55,167-83.7% |
| Participation rate | 37.6% | 59.7%-22.1pp | 68.8%-31.2pp | 69.0%-31.4pp |
| Annual return | 5.56% | 17.80%-12.2pp | 138.47%-132.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,068 | $2,166-50.7% | $3,160-66.2% | $3,054-65.0% |
| Admin fee / account holder | $18 | $530-96.7% | $4,622-99.6% | $504-96.5% |