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 | $24,441 | $76,670-68.1% | $96,683-74.7% | $71,457-65.8% |
| Participation rate | 56.0% | 66.6%-10.6pp | 74.3%-18.3pp | 67.9%-11.9pp |
| Annual return | 17.59% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,235 | $3,031-59.2% | $3,737-66.9% | $2,588-52.3% |
| Participant deferral / active EE | $2,355 | $3,771-37.6% | $4,878-51.7% | $4,289-45.1% |
| Admin fee / account holder | $59 | $2,028-97.1% | $6,730-99.1% | $1,587-96.3% |