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 6-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.
Employer 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 | $2,505 | $35,986-93.0% | $77,482-96.8% | $73,488-96.6% |
| Participation rate | 23.0% | 40.8%-17.8pp | 54.2%-31.1pp | 70.7%-47.6pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.79%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $60 | $557-89.2% | $986-93.9% | $2,270-97.4% |
| Participant deferral / active EE | $582 | $1,198-51.4% | $1,861-68.7% | $3,740-84.4% |
| Admin fee / account holder | $39 | $466-91.5% | $2,858-98.6% | $513-92.3% |