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 | $5,347 | $76,552-93.0% | $123,892-95.7% | $62,891-91.5% |
| Participation rate | 47.7% | 73.0%-25.3pp | 81.4%-33.7pp | 69.3%-21.6pp |
| Annual return | 6.80% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $887 | $4,840-81.7% | $5,984-85.2% | $3,203-72.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |