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 | $27,082 | $63,905-57.6% | $74,183-63.5% | $57,658-53.0% |
| Participation rate | 52.7% | 79.8%-27.0pp | 76.6%-23.9pp | 70.2%-17.5pp |
| Annual return | 4.72% | 60.60%-55.9pp | 17.74%-13.0pp | 5.13%-0.4pp |
| Employer contribution / active EE | $755 | $1,840-59.0% | $2,370-68.1% | $1,974-61.7% |
| Participant deferral / active EE | $1,816 | $3,448-47.3% | $3,550-48.8% | $3,061-40.7% |
| Admin fee / account holder | $121 | $91+33.0% | $5,586-97.8% | $95+28.1% |