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 | $12,321 | $46,072-73.3% | $70,014-82.4% | $55,167-77.7% |
| Participation rate | 47.7% | 67.5%-19.8pp | 71.8%-24.1pp | 69.0%-21.3pp |
| Annual return | 7.50% | 8.68%-1.2pp | 12.99%-5.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $877 | $1,500-41.6% | $2,338-62.5% | $1,963-55.3% |
| Participant deferral / active EE | $1,573 | $2,344-32.9% | $2,931-46.3% | $3,054-48.5% |
| Admin fee / account holder | $21 | $428-95.2% | $4,380-99.5% | $504-95.9% |