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 | $151,664 | $47,922+216.5% | $75,886+99.9% | $65,185+132.7% |
| Participation rate | 65.3% | 63.0%+2.3pp | 69.3%-4.0pp | 70.2%-4.9pp |
| Annual return | 17.33% | 24.12%-6.8pp | 30.76%-13.4pp | 29.38%-12.1pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,725 | $2,550+202.9% | $3,603+114.4% | $3,514+119.8% |
| Admin fee / account holder | $59 | $532-88.9% | $5,418-98.9% | $847-93.0% |