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 7-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 | $2,113 | $37,196-94.3% | $154,107-98.6% | $55,725-96.2% |
| Participation rate | 53.1% | 64.1%-11.0pp | 83.0%-29.9pp | 70.9%-17.7pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.12%-735.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $238 | $1,614-85.3% | $5,298-95.5% | $2,078-88.6% |
| Participant deferral / active EE | $784 | $2,068-62.1% | $5,081-84.6% | $3,356-76.6% |
| Admin fee / account holder | $3 | $102-97.3% | $13,411-100.0% | $115-97.6% |