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 | $39,731 | $75,388-47.3% | $123,544-67.8% | $55,725-28.7% |
| Participation rate | 56.4% | 75.7%-19.3pp | 82.3%-25.9pp | 70.9%-14.5pp |
| Annual return | -6.53% | 4.48%-11.0pp | 119.20%-125.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,467 | $3,063-52.1% | $4,628-68.3% | $2,078-29.4% |
| Participant deferral / active EE | $2,424 | $5,651-57.1% | $6,426-62.3% | $3,356-27.8% |
| Admin fee / account holder | $104 | $120-13.3% | $9,284-98.9% | $115-9.8% |