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.
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 | $14,499 | $56,629-74.4% | $77,999-81.4% | $55,167-73.7% |
| Participation rate | 55.8% | 73.3%-17.5pp | 75.5%-19.7pp | 69.0%-13.2pp |
| Annual return | 7.08% | 2866.98%-2859.9pp | 425.96%-418.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $571 | $1,723-66.8% | $2,470-76.9% | $1,963-70.9% |
| Participant deferral / active EE | $1,032 | $2,777-62.8% | $3,497-70.5% | $3,054-66.2% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |