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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,097 | $57,096-82.3% | $94,224-89.3% | $55,191-81.7% |
| Participation rate | 3.6% | 75.7%-72.1pp | 78.8%-75.2pp | 69.2%-65.6pp |
| Annual return | 12.49% | 159.65%-147.2pp | 10.68%+1.8pp | 10.78%+1.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $109 | $3,165-96.6% | $4,320-97.5% | $3,046-96.4% |
| Admin fee / account holder | $32 | $89-64.3% | $6,269-99.5% | $91-64.9% |