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 | $26,081 | $52,293-50.1% | $178,490-85.4% | $73,409-64.5% |
| Participation rate | 37.9% | 65.3%-27.4pp | 81.9%-44.0pp | 72.2%-34.2pp |
| Annual return | 4.64% | 34.75%-30.1pp | 151.07%-146.4pp | 59.29%-54.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,651 | $2,332-29.2% | $5,202-68.3% | $3,805-56.6% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |