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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,633 | $77,899-69.7% | $149,673-84.2% | $75,163-68.6% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.6pp | 67.2%-14.1pp |
| Annual return | 10.30% | 31.72%-21.4pp | 134.42%-124.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,152 | $3,137-63.3% | $4,818-76.1% | $2,670-56.9% |
| Participant deferral / active EE | $2,814 | $3,411-17.5% | $5,680-50.5% | $4,125-31.8% |
| Admin fee / account holder | $157 | $5,956-97.4% | $13,210-98.8% | $5,651-97.2% |