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 | $5,548 | $46,173-88.0% | $170,442-96.7% | $69,631-92.0% |
| Participation rate | 66.8% | 63.9%+2.9pp | 83.6%-16.8pp | 70.7%-3.9pp |
| Annual return | 89.67% | 21.62%+68.1pp | 205.93%-116.3pp | 27571.02%-27481.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,187 | $2,080+5.2% | $4,939-55.7% | $3,224-32.1% |
| Admin fee / account holder | $6 | $116-94.9% | $13,880-100.0% | $110-94.7% |