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 | $41,388 | $64,909-36.2% | $82,313-49.7% | $62,292-33.6% |
| Participation rate | 62.7% | 74.9%-12.2pp | 76.9%-14.2pp | 69.5%-6.8pp |
| Annual return | 11.64% | 21.18%-9.5pp | 25.88%-14.2pp | 28.90%-17.3pp |
| Employer contribution / active EE | $732 | $1,676-56.3% | $2,428-69.9% | $2,042-64.2% |
| Participant deferral / active EE | $2,426 | $3,103-21.8% | $3,706-34.5% | $3,169-23.4% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |