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 9-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 | $75,193 | $31,679+137.4% | $74,701+0.7% | $65,185+15.4% |
| Participation rate | 25.5% | 40.4%-14.9pp | 54.5%-29.0pp | 70.2%-44.7pp |
| Annual return | 16.88% | 39.04%-22.2pp | 752.92%-736.0pp | 29.38%-12.5pp |
| Employer contribution / active EE | $831 | $566+46.8% | $1,084-23.3% | $2,177-61.8% |
| Participant deferral / active EE | $1,720 | $1,191+44.5% | $1,964-12.4% | $3,514-51.0% |
| Admin fee / account holder | $166 | $379-56.2% | $3,333-95.0% | $847-80.4% |