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 | $22,938 | $63,924-64.1% | $108,579-78.9% | $55,167-58.4% |
| Participation rate | 42.0% | 74.3%-32.4pp | 79.6%-37.6pp | 69.0%-27.0pp |
| Annual return | 0.00% | 15.31%-15.3pp | -51.70%+51.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $889 | $1,879-52.7% | $3,758-76.3% | $1,963-54.7% |
| Participant deferral / active EE | $1,625 | $3,067-47.0% | $4,311-62.3% | $3,054-46.8% |
| Admin fee / account holder | $43 | $618-93.0% | $7,645-99.4% | $504-91.4% |