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 | $14,911 | $46,360-67.8% | $147,614-89.9% | $52,331-71.5% |
| Participation rate | 63.3% | 64.9%-1.6pp | 84.6%-21.3pp | 68.1%-4.8pp |
| Annual return | -4.10% | 1.62%-5.7pp | 61.98%-66.1pp | 4.54%-8.6pp |
| Employer contribution / active EE | $775 | $2,126-63.5% | $5,564-86.1% | $1,882-58.8% |
| Participant deferral / active EE | $1,138 | $2,258-49.6% | $4,895-76.8% | $3,022-62.4% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |