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 | $64,632 | $57,976+11.5% | $62,995+2.6% | $62,292+3.8% |
| Participation rate | 45.0% | 75.9%-31.0pp | 74.8%-29.8pp | 69.5%-24.5pp |
| Annual return | 10.12% | 17.54%-7.4pp | 87.57%-77.4pp | 28.90%-18.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,794 | $2,956-39.3% | $3,329-46.1% | $3,169-43.4% |
| Admin fee / account holder | $6 | $276-97.9% | $3,600-99.8% | $479-98.8% |