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 | $42,424 | $47,648-11.0% | $130,648-67.5% | $67,579-37.2% |
| Participation rate | 39.1% | 60.4%-21.4pp | 71.7%-32.7pp | 71.3%-32.2pp |
| Annual return | 5.26% | 25.73%-20.5pp | 1708.96%-1703.7pp | 378.56%-373.3pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,240 | $2,616-14.4% | $3,603-37.8% | $3,539-36.7% |
| Admin fee / account holder | $41 | $105-61.4% | $5,464-99.3% | $142-71.5% |