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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,471 | $32,425-67.7% | $74,583-86.0% | $55,167-81.0% |
| Participation rate | 24.1% | 54.0%-29.9pp | 68.1%-44.0pp | 69.0%-44.9pp |
| Annual return | 5.34% | 10.63%-5.3pp | 20.47%-15.1pp | 169.23%-163.9pp |
| Employer contribution / active EE | $283 | $1,043-72.9% | $2,525-88.8% | $1,963-85.6% |
| Participant deferral / active EE | $371 | $1,995-81.4% | $3,458-89.3% | $3,054-87.9% |
| Admin fee / account holder | $30 | $748-96.0% | $4,138-99.3% | $504-94.1% |