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 | $11,165 | $57,108-80.4% | $94,224-88.2% | $52,331-78.7% |
| Participation rate | 31.7% | 72.9%-41.2pp | 78.8%-47.0pp | 68.1%-36.4pp |
| Annual return | -1.53% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $667 | $3,040-78.1% | $4,320-84.6% | $3,022-77.9% |
| Admin fee / account holder | $16 | $546-97.1% | $6,269-99.7% | $592-97.3% |