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 | $21,976 | $53,925-59.2% | $75,670-71.0% | $69,631-68.4% |
| Participation rate | 58.3% | 71.2%-12.9pp | 72.3%-14.0pp | 70.7%-12.4pp |
| Annual return | 7.01% | 17.84%-10.8pp | 27.34%-20.3pp | 27571.02%-27564.0pp |
| Employer contribution / active EE | $559 | $1,802-69.0% | $2,352-76.2% | $2,032-72.5% |
| Participant deferral / active EE | $1,276 | $2,569-50.3% | $3,142-59.4% | $3,224-60.4% |
| Admin fee / account holder | $95 | $97-2.0% | $5,800-98.4% | $110-13.8% |