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 9-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 | $40,731 | $66,601-38.8% | $92,893-56.2% | $67,579-39.7% |
| Participation rate | 68.6% | 72.5%-3.9pp | 76.0%-7.4pp | 71.3%-2.7pp |
| Annual return | 5.01% | 92.58%-87.6pp | 109.41%-104.4pp | 378.56%-373.5pp |
| Employer contribution / active EE | $763 | $2,775-72.5% | $3,653-79.1% | $2,148-64.5% |
| Participant deferral / active EE | $2,900 | $3,157-8.1% | $4,236-31.5% | $3,539-18.1% |
| Admin fee / account holder | $8 | $199-96.1% | $5,794-99.9% | $142-94.5% |