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 | $79,377 | $60,545+31.1% | $92,233-13.9% | $69,631+14.0% |
| Participation rate | 49.8% | 72.2%-22.3pp | 76.5%-26.7pp | 70.7%-20.9pp |
| Annual return | 12.34% | 19.71%-7.4pp | 176.28%-163.9pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $1,259 | $2,633-52.2% | $3,679-65.8% | $2,032-38.0% |
| Participant deferral / active EE | $2,099 | $2,828-25.8% | $3,897-46.1% | $3,224-34.9% |
| Admin fee / account holder | $37 | $145-74.2% | $5,194-99.3% | $110-66.2% |