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 | $40,733 | $51,466-20.9% | $78,778-48.3% | $62,292-34.6% |
| Participation rate | 30.4% | 59.8%-29.4pp | 69.2%-38.8pp | 69.5%-39.1pp |
| Annual return | 10.76% | 19.96%-9.2pp | 35.62%-24.9pp | 28.90%-18.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,231 | $2,147-42.7% | $2,958-58.4% | $3,169-61.2% |
| Admin fee / account holder | $140 | $489-71.3% | $5,134-97.3% | $479-70.7% |