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 | $53,928 | $64,909-16.9% | $82,313-34.5% | $62,292-13.4% |
| Participation rate | 68.8% | 74.9%-6.1pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 12.72% | 21.18%-8.5pp | 25.88%-13.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $864 | $1,676-48.4% | $2,428-64.4% | $2,042-57.7% |
| Participant deferral / active EE | $2,103 | $3,103-32.2% | $3,706-43.3% | $3,169-33.6% |
| Admin fee / account holder | $56 | $440-87.2% | $5,608-99.0% | $479-88.3% |