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 | $14,564 | $89,652-83.8% | $141,162-89.7% | $65,185-77.7% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.5%-18.8pp | 70.2%-6.6pp |
| Annual return | 46.19% | 32.79%+13.4pp | 71.39%-25.2pp | 29.38%+16.8pp |
| Employer contribution / active EE | $1,853 | $3,065-39.5% | $4,735-60.9% | $2,177-14.8% |
| Participant deferral / active EE | $2,929 | $5,691-48.5% | $6,709-56.3% | $3,514-16.6% |
| Admin fee / account holder | $58 | $569-89.9% | $10,261-99.4% | $847-93.2% |