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 | $49,923 | $55,214-9.6% | $104,607-52.3% | $73,488-32.1% |
| Participation rate | 31.3% | 67.8%-36.6pp | 74.1%-42.8pp | 70.7%-39.4pp |
| Annual return | -2.40% | 24.79%-27.2pp | 340.46%-342.9pp | 28.51%-30.9pp |
| Employer contribution / active EE | $606 | $1,468-58.7% | $2,681-77.4% | $2,270-73.3% |
| Participant deferral / active EE | $1,368 | $2,925-53.2% | $3,740-63.4% | $3,740-63.4% |
| Admin fee / account holder | $27 | $424-93.6% | $6,473-99.6% | $513-94.7% |