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 | $20,516 | $73,638-72.1% | $95,952-78.6% | $73,488-72.1% |
| Participation rate | 34.2% | 76.2%-42.0pp | 77.1%-42.9pp | 70.7%-36.5pp |
| Annual return | 60.05% | 16.78%+43.3pp | 91.61%-31.6pp | 28.51%+31.5pp |
| Employer contribution / active EE | $640 | $1,863-65.7% | $2,541-74.8% | $2,270-71.8% |
| Participant deferral / active EE | $2,931 | $3,617-19.0% | $4,167-29.7% | $3,740-21.6% |
| Admin fee / account holder | $27 | $482-94.4% | $6,795-99.6% | $513-94.8% |