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 | $6,394 | $70,667-91.0% | $123,104-94.8% | $52,331-87.8% |
| Participation rate | 28.7% | 83.7%-55.0pp | 86.8%-58.1pp | 68.1%-39.4pp |
| Annual return | 32.99% | 6.23%+26.8pp | 13.22%+19.8pp | 4.54%+28.4pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,653 | $4,493-63.2% | $6,230-73.5% | $3,022-45.3% |
| Admin fee / account holder | $18 | $506-96.4% | $9,015-99.8% | $592-96.9% |