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 | $22,413 | $99,957-77.6% | $149,696-85.0% | $73,488-69.5% |
| Participation rate | 61.0% | 75.7%-14.7pp | 82.5%-21.5pp | 70.7%-9.7pp |
| Annual return | 20.16% | 53.87%-33.7pp | 276.60%-256.4pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,016 | $3,191-68.2% | $4,644-78.1% | $2,270-55.2% |
| Participant deferral / active EE | $3,372 | $6,073-44.5% | $6,842-50.7% | $3,740-9.8% |
| Admin fee / account holder | $110 | $551-80.1% | $9,309-98.8% | $513-78.6% |