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.
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 | $16,751 | $91,517-81.7% | $101,248-83.5% | $73,409-77.2% |
| Participation rate | 67.9% | 73.8%-5.9pp | 75.8%-8.0pp | 72.2%-4.3pp |
| Annual return | 18.75% | 17.17%+1.6pp | 46.47%-27.7pp | 59.29%-40.5pp |
| Employer contribution / active EE | $3,360 | $2,877+16.8% | $3,660-8.2% | $2,234+50.4% |
| Participant deferral / active EE | $2,406 | $3,338-27.9% | $4,370-44.9% | $3,805-36.8% |
| Admin fee / account holder | $146 | $216-32.2% | $5,945-97.5% | $158-7.3% |