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 | $44,593 | $62,324-28.4% | $68,509-34.9% | $55,191-19.2% |
| Participation rate | 68.4% | 78.9%-10.5pp | 74.7%-6.4pp | 69.2%-0.8pp |
| Annual return | -2.06% | 4.26%-6.3pp | 8.27%-10.3pp | 10.78%-12.8pp |
| Employer contribution / active EE | $1,056 | $2,223-52.5% | $2,278-53.7% | $1,899-44.4% |
| Participant deferral / active EE | $2,087 | $3,425-39.1% | $3,382-38.3% | $3,046-31.5% |
| Admin fee / account holder | $7 | $91-92.6% | $5,275-99.9% | $91-92.6% |