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 9-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 | $58,965 | $55,453+6.3% | $170,442-65.4% | $62,292-5.3% |
| Participation rate | 22.3% | 66.4%-44.1pp | 83.6%-61.3pp | 69.5%-47.2pp |
| Annual return | 9.26% | 21.38%-12.1pp | 205.93%-196.7pp | 28.90%-19.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $809 | $2,303-64.9% | $4,939-83.6% | $3,169-74.5% |
| Admin fee / account holder | $88 | $455-80.6% | $13,880-99.4% | $479-81.6% |