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 8-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 | $7,577 | $89,355-91.5% | $141,162-94.6% | $72,985-89.6% |
| Participation rate | 60.7% | 75.1%-14.4pp | 82.5%-21.8pp | 69.5%-8.8pp |
| Annual return | 19.45% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,521 | $3,114-51.2% | $4,735-67.9% | $2,440-37.7% |
| Participant deferral / active EE | $2,740 | $5,418-49.4% | $6,709-59.2% | $3,607-24.1% |
| Admin fee / account holder | $26 | $5,958-99.6% | $10,261-99.7% | $5,124-99.5% |