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 | $18,773 | $52,953-64.5% | $172,739-89.1% | $65,185-71.2% |
| Participation rate | 50.7% | 66.2%-15.5pp | 82.6%-32.0pp | 70.2%-19.5pp |
| Annual return | 11.17% | 30.12%-19.0pp | 802.84%-791.7pp | 29.38%-18.2pp |
| Employer contribution / active EE | $652 | $2,190-70.2% | $5,143-87.3% | $2,177-70.0% |
| Participant deferral / active EE | $1,119 | $2,471-54.7% | $5,198-78.5% | $3,514-68.2% |
| Admin fee / account holder | $2 | $472-99.5% | $13,954-100.0% | $847-99.7% |