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 9-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 | $2,452 | $55,453-95.6% | $170,442-98.6% | $62,292-96.1% |
| Participation rate | 33.1% | 66.4%-33.2pp | 83.6%-50.5pp | 69.5%-36.4pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.93%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $348 | $2,164-83.9% | $5,433-93.6% | $2,042-83.0% |
| Participant deferral / active EE | $538 | $2,303-76.6% | $4,939-89.1% | $3,169-83.0% |
| Admin fee / account holder | $6 | $455-98.7% | $13,880-100.0% | $479-98.8% |