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 | $44,075 | $43,423+1.5% | $78,689-44.0% | $55,167-20.1% |
| Participation rate | 55.9% | 68.0%-12.1pp | 73.6%-17.7pp | 69.0%-13.1pp |
| Annual return | 3.15% | 11.53%-8.4pp | 62.18%-59.0pp | 169.23%-166.1pp |
| Employer contribution / active EE | $797 | $1,997-60.1% | $2,851-72.0% | $1,963-59.4% |
| Participant deferral / active EE | $1,201 | $2,509-52.1% | $3,517-65.8% | $3,054-60.7% |
| Admin fee / account holder | $2 | $416-99.6% | $4,510-100.0% | $504-99.7% |