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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,357 | $73,638-22.1% | $95,952-40.2% | $73,488-22.0% |
| Participation rate | 55.8% | 76.2%-20.4pp | 77.1%-21.3pp | 70.7%-14.9pp |
| Annual return | 8.99% | 16.78%-7.8pp | 91.61%-82.6pp | 28.51%-19.5pp |
| Employer contribution / active EE | $985 | $1,863-47.1% | $2,541-61.2% | $2,270-56.6% |
| Participant deferral / active EE | $2,670 | $3,617-26.2% | $4,167-35.9% | $3,740-28.6% |
| Admin fee / account holder | $12 | $482-97.5% | $6,795-99.8% | $513-97.7% |