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 | $51,796 | $46,745+10.8% | $60,547-14.5% | $52,331-1.0% |
| Participation rate | 37.4% | 58.6%-21.2pp | 68.0%-30.6pp | 68.1%-30.7pp |
| Annual return | -2.58% | 0.61%-3.2pp | 335.64%-338.2pp | 4.54%-7.1pp |
| Employer contribution / active EE | $277 | $1,259-78.0% | $2,419-88.5% | $1,882-85.3% |
| Participant deferral / active EE | $1,547 | $2,145-27.9% | $3,328-53.5% | $3,022-48.8% |
| Admin fee / account holder | $121 | $537-77.5% | $4,536-97.3% | $592-79.6% |