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 | $63,846 | $89,652-28.8% | $141,162-54.8% | $65,185-2.1% |
| Participation rate | 54.9% | 74.7%-19.8pp | 82.5%-27.6pp | 70.2%-15.3pp |
| Annual return | 20.01% | 32.79%-12.8pp | 71.39%-51.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,808 | $3,065-8.4% | $4,735-40.7% | $2,177+29.0% |
| Participant deferral / active EE | $5,251 | $5,691-7.7% | $6,709-21.7% | $3,514+49.5% |
| Admin fee / account holder | -$27 | $569-104.7% | $10,261-100.3% | $847-103.1% |