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 | $174,638 | $80,177+117.8% | $123,892+41.0% | $57,658+202.9% |
| Participation rate | 67.0% | 74.4%-7.5pp | 81.4%-14.4pp | 70.2%-3.3pp |
| Annual return | 4.14% | 17.90%-13.8pp | 47.52%-43.4pp | 5.13%-1.0pp |
| Employer contribution / active EE | $1,516 | $2,913-47.9% | $4,617-67.2% | $1,974-23.2% |
| Participant deferral / active EE | $10,847 | $5,130+111.4% | $5,984+81.3% | $3,061+254.4% |
| Admin fee / account holder | $3 | $106-96.8% | $8,357-100.0% | $95-96.4% |