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 | $10,906 | $31,679-65.6% | $74,701-85.4% | $65,185-83.3% |
| Participation rate | 45.8% | 40.4%+5.4pp | 54.5%-8.7pp | 70.2%-24.4pp |
| Annual return | 9.57% | 39.04%-29.5pp | 752.92%-743.4pp | 29.38%-19.8pp |
| Employer contribution / active EE | $352 | $566-37.8% | $1,084-67.5% | $2,177-83.8% |
| Participant deferral / active EE | $692 | $1,191-41.9% | $1,964-64.8% | $3,514-80.3% |
| Admin fee / account holder | $18 | $379-95.2% | $3,333-99.5% | $847-97.9% |