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 | $19,008 | $66,302-71.3% | $110,238-82.8% | $56,287-66.2% |
| Participation rate | 41.6% | 74.9%-33.3pp | 79.8%-38.3pp | 69.9%-28.3pp |
| Annual return | -2.29% | -1.18%-1.1pp | 314.74%-317.0pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,391 | $2,047-32.1% | $3,826-63.6% | $2,111-34.1% |
| Participant deferral / active EE | $2,135 | $3,381-36.8% | $4,672-54.3% | $3,350-36.3% |
| Admin fee / account holder | $218 | $698-68.8% | $8,547-97.4% | $521-58.2% |