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 | $15,761 | $55,453-71.6% | $170,442-90.8% | $62,292-74.7% |
| Participation rate | 56.1% | 66.4%-10.2pp | 83.6%-27.5pp | 69.5%-13.4pp |
| Annual return | 7.80% | 21.38%-13.6pp | 205.93%-198.1pp | 28.90%-21.1pp |
| Employer contribution / active EE | $684 | $2,164-68.4% | $5,433-87.4% | $2,042-66.5% |
| Participant deferral / active EE | $693 | $2,303-69.9% | $4,939-86.0% | $3,169-78.1% |
| Admin fee / account holder | $19 | $455-95.8% | $13,880-99.9% | $479-96.0% |