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 | $12,296 | $40,522-69.7% | $84,611-85.5% | $67,579-81.8% |
| Participation rate | 56.3% | 51.1%+5.2pp | 68.2%-11.9pp | 71.3%-15.0pp |
| Annual return | 13.45% | 32.72%-19.3pp | 258.74%-245.3pp | 378.56%-365.1pp |
| Employer contribution / active EE | $749 | $1,146-34.6% | $2,652-71.8% | $2,148-65.1% |
| Participant deferral / active EE | $1,855 | $2,132-13.0% | $3,899-52.4% | $3,539-47.6% |
| Admin fee / account holder | $16 | $145-89.3% | $4,912-99.7% | $142-89.0% |