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 | $55,810 | $65,557-14.9% | $64,056-12.9% | $71,457-21.9% |
| Participation rate | 62.8% | 73.2%-10.4pp | 72.3%-9.5pp | 67.9%-5.1pp |
| Annual return | 10.78% | 18.94%-8.2pp | 33.69%-22.9pp | 28.85%-18.1pp |
| Employer contribution / active EE | $1,072 | $2,669-59.8% | $2,747-61.0% | $2,588-58.6% |
| Participant deferral / active EE | $1,700 | $3,626-53.1% | $3,880-56.2% | $4,289-60.4% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |