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 | $20,746 | $38,365-45.9% | $84,611-75.5% | $65,185-68.2% |
| Participation rate | 17.3% | 55.7%-38.4pp | 68.2%-50.9pp | 70.2%-52.9pp |
| Annual return | 18.39% | 32.00%-13.6pp | 258.74%-240.3pp | 29.38%-11.0pp |
| Employer contribution / active EE | $371 | $1,258-70.5% | $2,652-86.0% | $2,177-83.0% |
| Participant deferral / active EE | $604 | $2,278-73.5% | $3,899-84.5% | $3,514-82.8% |
| Admin fee / account holder | $44 | $451-90.2% | $4,912-99.1% | $847-94.8% |