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 | $122,659 | $88,122+39.2% | $141,162-13.1% | $67,579+81.5% |
| Participation rate | 64.8% | 76.5%-11.7pp | 82.5%-17.7pp | 71.3%-6.5pp |
| Annual return | 18.68% | 75.40%-56.7pp | 71.39%-52.7pp | 378.56%-359.9pp |
| Employer contribution / active EE | $2,690 | $3,224-16.6% | $4,735-43.2% | $2,148+25.2% |
| Participant deferral / active EE | $4,161 | $5,958-30.2% | $6,709-38.0% | $3,539+17.6% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |