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 | $32,448 | $43,466-25.4% | $99,443-67.4% | $89,569-63.8% |
| Participation rate | 56.9% | 41.5%+15.4pp | 73.8%-16.9pp | 69.6%-12.6pp |
| Annual return | -1.02% | 22.62%-23.6pp | 30.72%-31.7pp | 34.56%-35.6pp |
| Employer contribution / active EE | $766 | $788-2.7% | $2,540-69.8% | $2,584-70.4% |
| Participant deferral / active EE | $1,243 | $1,495-16.8% | $3,619-65.6% | $4,220-70.5% |
| Admin fee / account holder | $0 | $56-100.0% | $6,250-100.0% | $72-100.0% |