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 | $5,693 | $62,928-91.0% | $172,739-96.7% | $67,579-91.6% |
| Participation rate | 53.7% | 64.5%-10.8pp | 82.6%-29.0pp | 71.3%-17.6pp |
| Annual return | 47.27% | 30.36%+16.9pp | 802.84%-755.6pp | 378.56%-331.3pp |
| Employer contribution / active EE | $716 | $1,636-56.3% | $5,143-86.1% | $2,148-66.7% |
| Participant deferral / active EE | $2,039 | $2,145-4.9% | $5,198-60.8% | $3,539-42.4% |
| Admin fee / account holder | $60 | $167-63.8% | $13,954-99.6% | $142-57.6% |