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 | $8,231 | $52,884-84.4% | $84,750-90.3% | $55,167-85.1% |
| Participation rate | 22.6% | 67.5%-44.9pp | 76.6%-54.0pp | 69.0%-46.4pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $486 | $2,233-78.3% | $3,574-86.4% | $1,963-75.3% |
| Participant deferral / active EE | $974 | $2,644-63.1% | $3,712-73.8% | $3,054-68.1% |
| Admin fee / account holder | $89 | $581-84.7% | $5,332-98.3% | $504-82.4% |