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.
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 | $37,424 | $46,732-19.9% | $156,549-76.1% | $55,167-32.2% |
| Participation rate | 26.1% | 65.8%-39.7pp | 84.0%-58.0pp | 69.0%-42.9pp |
| Annual return | -1.60% | 17.72%-19.3pp | 32.23%-33.8pp | 169.23%-170.8pp |
| Employer contribution / active EE | $283 | $2,105-86.5% | $5,501-94.8% | $1,963-85.6% |
| Participant deferral / active EE | $1,076 | $2,204-51.2% | $4,871-77.9% | $3,054-64.8% |
| Admin fee / account holder | $69 | $418-83.6% | $13,027-99.5% | $504-86.4% |