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.
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 | $84,146 | $62,467+34.7% | $128,366-34.4% | $46,757+80.0% |
| Participation rate | 51.6% | 15.3%+36.3pp | 19.3%+32.3pp | 11.3%+40.3pp |
| Annual return | 14.50% | 11.00%+3.5pp | 9.39%+5.1pp | 10.41%+4.1pp |
| Employer contribution / active EE | $2,974 | $16,132-81.6% | $33,466-91.1% | $14,691-79.8% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $222 | $1,085-79.5% | $2,132-89.6% | $2,646-91.6% |