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.
See 1 actuary disclosure. $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 | $71,122 | $43,809+62.3% | $115,939-38.7% | $52,729+34.9% |
| Participation rate | 59.4% | 7.6%+51.8pp | 19.3%+40.1pp | 12.6%+46.7pp |
| Annual return | 8.24% | 4.23%+4.0pp | 3.97%+4.3pp | 4.56%+3.7pp |
| Employer contribution / active EE | $3,912 | $16,147-75.8% | $28,168-86.1% | $15,526-74.8% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $204 | $850-75.9% | $12,837-98.4% | $1,711-88.1% |