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 | $40,788 | $45,324-10.0% | $122,332-66.7% | $69,631-41.4% |
| Participation rate | 36.8% | 59.9%-23.2pp | 71.6%-34.9pp | 70.7%-33.9pp |
| Annual return | 10.72% | 25.35%-14.6pp | 30.27%-19.6pp | 27571.02%-27560.3pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,033 | $2,367-14.1% | $3,287-38.1% | $3,224-36.9% |
| Admin fee / account holder | $0 | $87-100.0% | $5,478-100.0% | $110-100.0% |