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 | $39,103 | $37,117+5.3% | $147,614-73.5% | $55,191-29.2% |
| Participation rate | 28.8% | 63.6%-34.8pp | 84.6%-55.8pp | 69.2%-40.4pp |
| Annual return | -2.27% | 3.44%-5.7pp | 61.98%-64.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,727 | $1,985-13.0% | $4,895-64.7% | $3,046-43.3% |
| Admin fee / account holder | $6 | $86-93.5% | $11,611-100.0% | $91-93.9% |