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.
Employer 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 | $12,663 | $44,221-71.4% | $121,196-89.6% | $56,287-77.5% |
| Participation rate | 34.2% | 61.1%-26.9pp | 71.7%-37.6pp | 69.9%-35.7pp |
| Annual return | 0.20% | -3.58%+3.8pp | 16.93%-16.7pp | -9.96%+10.2pp |
| Employer contribution / active EE | $10 | $1,480-99.3% | $4,022-99.7% | $2,111-99.5% |
| Participant deferral / active EE | $1,169 | $2,521-53.6% | $3,344-65.1% | $3,350-65.1% |
| Admin fee / account holder | $183 | $480-61.9% | $5,019-96.4% | $521-64.9% |