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 | $60,376 | $43,504+38.8% | $68,793-12.2% | $56,287+7.3% |
| Participation rate | 29.8% | 67.8%-38.0pp | 72.2%-42.4pp | 69.9%-40.0pp |
| Annual return | -7.22% | -3.15%-4.1pp | -4.63%-2.6pp | -9.96%+2.7pp |
| Employer contribution / active EE | $962 | $1,525-36.9% | $2,625-63.3% | $2,111-54.4% |
| Participant deferral / active EE | $1,919 | $2,509-23.5% | $3,311-42.1% | $3,350-42.7% |
| Admin fee / account holder | $92 | $515-82.1% | $5,131-98.2% | $521-82.3% |