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 | $10,827 | $47,977-77.4% | $154,107-93.0% | $56,287-80.8% |
| Participation rate | 38.4% | 66.2%-27.8pp | 83.0%-44.7pp | 69.9%-31.5pp |
| Annual return | 0.18% | 3.54%-3.4pp | 735.12%-734.9pp | -9.96%+10.1pp |
| Employer contribution / active EE | $570 | $2,169-73.7% | $5,298-89.2% | $2,111-73.0% |
| Participant deferral / active EE | $1,206 | $2,392-49.6% | $5,081-76.3% | $3,350-64.0% |
| Admin fee / account holder | $76 | $438-82.7% | $13,411-99.4% | $521-85.4% |