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.
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 | $5,079 | $46,745-89.1% | $60,547-91.6% | $52,331-90.3% |
| Participation rate | 47.9% | 58.6%-10.7pp | 68.0%-20.1pp | 68.1%-20.2pp |
| Annual return | 4.49% | 0.61%+3.9pp | 335.64%-331.1pp | 4.54%0pp |
| Employer contribution / active EE | $567 | $1,259-55.0% | $2,419-76.6% | $1,882-69.9% |
| Participant deferral / active EE | $1,215 | $2,145-43.4% | $3,328-63.5% | $3,022-59.8% |
| Admin fee / account holder | $22 | $537-96.0% | $4,536-99.5% | $592-96.4% |