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 | $4,376 | $56,629-92.3% | $77,999-94.4% | $55,167-92.1% |
| Participation rate | 67.6% | 73.3%-5.7pp | 75.5%-8.0pp | 69.0%-1.4pp |
| Annual return | 265.22% | 2866.98%-2601.8pp | 425.96%-160.7pp | 169.23%+96.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,075 | $2,777-25.3% | $3,497-40.7% | $3,054-32.1% |
| Admin fee / account holder | $12 | $467-97.5% | $5,480-99.8% | $504-97.7% |