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 | $28,455 | $63,924-55.5% | $108,579-73.8% | $55,167-48.4% |
| Participation rate | 51.9% | 74.3%-22.5pp | 79.6%-27.7pp | 69.0%-17.1pp |
| Annual return | 6.12% | 15.31%-9.2pp | -51.70%+57.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $975 | $1,879-48.1% | $3,758-74.0% | $1,963-50.3% |
| Participant deferral / active EE | $1,701 | $3,067-44.5% | $4,311-60.5% | $3,054-44.3% |
| Admin fee / account holder | $42 | $618-93.2% | $7,645-99.5% | $504-91.7% |