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 5-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 | $42,263 | $41,281+2.4% | $109,313-61.3% | $57,658-26.7% |
| Participation rate | 34.2% | 59.3%-25.1pp | 71.3%-37.0pp | 70.2%-36.0pp |
| Annual return | 0.80% | 8.97%-8.2pp | 22.07%-21.3pp | 5.13%-4.3pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,999 | $2,223-10.1% | $3,166-36.9% | $3,061-34.7% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |