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 | $21,435 | $52,953-59.5% | $172,739-87.6% | $65,185-67.1% |
| Participation rate | 47.0% | 66.2%-19.2pp | 82.6%-35.7pp | 70.2%-23.2pp |
| Annual return | 5.18% | 30.12%-24.9pp | 802.84%-797.7pp | 29.38%-24.2pp |
| Employer contribution / active EE | $462 | $2,190-78.9% | $5,143-91.0% | $2,177-78.8% |
| Participant deferral / active EE | $970 | $2,471-60.8% | $5,198-81.3% | $3,514-72.4% |
| Admin fee / account holder | $42 | $472-91.0% | $13,954-99.7% | $847-95.0% |