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 9-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 | $23,350 | $69,362-66.3% | $101,248-76.9% | $73,488-68.2% |
| Participation rate | 43.4% | 68.4%-25.0pp | 75.8%-32.4pp | 70.7%-27.3pp |
| Annual return | 16.05% | 18.46%-2.4pp | 46.47%-30.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $698 | $3,300-78.8% | $4,370-84.0% | $3,740-81.3% |
| Admin fee / account holder | $54 | $704-92.3% | $5,945-99.1% | $513-89.4% |