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 | $70,102 | $67,984+3.1% | $65,493+7.0% | $74,304-5.7% |
| Participation rate | 61.0% | 66.3%-5.3pp | 73.1%-12.1pp | 60.3%+0.6pp |
| Annual return | 10.72% | 19.87%-9.1pp | 982.45%-971.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $1,038 | $2,491-58.3% | $2,574-59.7% | $2,241-53.7% |
| Participant deferral / active EE | $1,670 | $3,346-50.1% | $3,961-57.8% | $3,767-55.7% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |