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 10-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 | $12,909 | $58,879-78.1% | $178,490-92.8% | $73,488-82.4% |
| Participation rate | 32.7% | 66.2%-33.5pp | 81.9%-49.2pp | 70.7%-38.0pp |
| Annual return | 13.42% | 24.86%-11.4pp | 151.07%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $406 | $2,236-81.8% | $5,011-91.9% | $2,270-82.1% |
| Participant deferral / active EE | $824 | $2,567-67.9% | $5,202-84.2% | $3,740-78.0% |
| Admin fee / account holder | $48 | $400-87.9% | $13,984-99.7% | $513-90.6% |