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 | $67,479 | $65,322+3.3% | $70,449-4.2% | $73,488-8.2% |
| Participation rate | 35.2% | 77.0%-41.7pp | 75.1%-39.8pp | 70.7%-35.5pp |
| Annual return | 4.53% | 15.71%-11.2pp | 109.03%-104.5pp | 28.51%-24.0pp |
| Employer contribution / active EE | $881 | $2,460-64.2% | $2,737-67.8% | $2,270-61.2% |
| Participant deferral / active EE | $1,528 | $3,375-54.7% | $3,709-58.8% | $3,740-59.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |