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 8-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 | $33,527 | $55,002-39.0% | $59,878-44.0% | $56,287-40.4% |
| Participation rate | 58.5% | 75.9%-17.4pp | 74.7%-16.2pp | 69.9%-11.4pp |
| Annual return | -5.94% | 1.13%-7.1pp | 3.46%-9.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,004 | $2,448-18.1% | $2,722-26.4% | $2,111-5.1% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $10 | $236-95.9% | $3,590-99.7% | $521-98.2% |