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.
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 | $7,277 | $52,953-86.3% | $172,739-95.8% | $65,185-88.8% |
| Participation rate | 27.2% | 66.2%-39.0pp | 82.6%-55.5pp | 70.2%-43.0pp |
| Annual return | 21.82% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $321 | $2,190-85.4% | $5,143-93.8% | $2,177-85.3% |
| Participant deferral / active EE | $458 | $2,471-81.5% | $5,198-91.2% | $3,514-87.0% |
| Admin fee / account holder | $82 | $472-82.7% | $13,954-99.4% | $847-90.3% |