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 | $24,045 | $22,291+7.9% | $69,182-65.2% | $63,975-62.4% |
| Participation rate | 32.8% | 35.3%-2.5pp | 55.1%-22.3pp | 71.1%-38.4pp |
| Annual return | -3.28% | 9.30%-12.6pp | -21.93%+18.7pp | 48.65%-51.9pp |
| Employer contribution / active EE | $517 | $325+58.8% | $1,206-57.2% | $2,182-76.3% |
| Participant deferral / active EE | $834 | $808+3.2% | $1,897-56.1% | $3,356-75.2% |
| Admin fee / account holder | $4 | $73-95.1% | $2,697-99.9% | $70-94.9% |