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 | $16,055 | $65,557-75.5% | $105,738-84.8% | $56,287-71.5% |
| Participation rate | 44.4% | 63.4%-19.0pp | 76.3%-32.0pp | 69.9%-25.5pp |
| Annual return | -6.37% | -1.32%-5.0pp | 6.27%-12.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,028 | $1,788-42.5% | $3,268-68.6% | $2,111-51.3% |
| Participant deferral / active EE | $1,800 | $2,418-25.6% | $4,080-55.9% | $3,350-46.3% |
| Admin fee / account holder | $106 | $561-81.1% | $6,913-98.5% | $521-79.6% |