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 | $23,197 | $52,953-56.2% | $172,739-86.6% | $65,185-64.4% |
| Participation rate | 13.5% | 66.2%-52.7pp | 82.6%-69.1pp | 70.2%-56.7pp |
| Annual return | 4.09% | 30.12%-26.0pp | 802.84%-798.7pp | 29.38%-25.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $771 | $2,471-68.8% | $5,198-85.2% | $3,514-78.1% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |