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 | $53,170 | $65,061-18.3% | $143,757-63.0% | $66,914-20.5% |
| Participation rate | 42.7% | 65.2%-22.5pp | 80.3%-37.6pp | 69.8%-27.1pp |
| Annual return | -18.16% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,182 | $2,361-49.9% | $4,951-76.1% | $2,544-53.5% |
| Participant deferral / active EE | $1,613 | $2,919-44.7% | $5,637-71.4% | $4,237-61.9% |
| Admin fee / account holder | $23 | $502-95.4% | $14,673-99.8% | $593-96.1% |