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 | $31,216 | $70,002-55.4% | $115,037-72.9% | $52,331-40.3% |
| Participation rate | 67.0% | 72.1%-5.1pp | 81.4%-14.3pp | 68.1%-1.1pp |
| Annual return | -2.25% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $914 | $2,715-66.3% | $4,608-80.2% | $1,882-51.4% |
| Participant deferral / active EE | $2,546 | $4,920-48.2% | $6,026-57.7% | $3,022-15.7% |
| Admin fee / account holder | $7 | $566-98.7% | $8,175-99.9% | $592-98.8% |