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 | $12,331 | $47,944-74.3% | $67,834-81.8% | $62,891-80.4% |
| Participation rate | 36.2% | 61.1%-24.9pp | 68.8%-32.6pp | 69.3%-33.1pp |
| Annual return | 9.23% | 11.77%-2.5pp | 138.47%-129.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $866 | $2,247-61.4% | $3,160-72.6% | $3,203-72.9% |
| Admin fee / account holder | $32 | $3,712-99.1% | $4,622-99.3% | $4,296-99.2% |