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 | $24,543 | $55,449-55.7% | $83,848-70.7% | $56,287-56.4% |
| Participation rate | 22.5% | 68.0%-45.5pp | 76.1%-53.6pp | 69.9%-47.3pp |
| Annual return | -8.24% | -1.38%-6.9pp | 850.88%-859.1pp | -9.96%+1.7pp |
| Employer contribution / active EE | $769 | $2,430-68.4% | $3,631-78.8% | $2,111-63.6% |
| Participant deferral / active EE | $1,752 | $2,935-40.3% | $4,082-57.1% | $3,350-47.7% |
| Admin fee / account holder | $76 | $656-88.4% | $5,478-98.6% | $521-85.4% |