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 7-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 | $7,175 | $47,648-84.9% | $130,648-94.5% | $67,579-89.4% |
| Participation rate | 41.6% | 60.4%-18.8pp | 71.7%-30.1pp | 71.3%-29.6pp |
| Annual return | 97.25% | 25.73%+71.5pp | 1708.96%-1611.7pp | 378.56%-281.3pp |
| Employer contribution / active EE | $834 | $1,408-40.8% | $4,092-79.6% | $2,148-61.2% |
| Participant deferral / active EE | $1,308 | $2,616-50.0% | $3,603-63.7% | $3,539-63.0% |
| Admin fee / account holder | $24 | $105-76.9% | $5,464-99.6% | $142-82.9% |