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 7-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 | $3,831 | $52,953-92.8% | $172,739-97.8% | $65,185-94.1% |
| Participation rate | 65.0% | 66.2%-1.2pp | 82.6%-17.6pp | 70.2%-5.2pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $867 | $2,190-60.4% | $5,143-83.1% | $2,177-60.2% |
| Participant deferral / active EE | $1,186 | $2,471-52.0% | $5,198-77.2% | $3,514-66.3% |
| Admin fee / account holder | $23 | $472-95.2% | $13,954-99.8% | $847-97.3% |