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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,756 | $47,848-71.3% | $81,478-83.1% | $70,131-80.4% |
| Participation rate | 22.9% | 58.3%-35.4pp | 68.0%-45.0pp | 69.5%-46.6pp |
| Annual return | 10.92% | 27.25%-16.3pp | 38.78%-27.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $393 | $1,527-74.3% | $2,568-84.7% | $2,342-83.2% |
| Participant deferral / active EE | $547 | $2,453-77.7% | $3,537-84.5% | $3,332-83.6% |
| Admin fee / account holder | $31 | $3,145-99.0% | $4,561-99.3% | $4,645-99.3% |