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 | $0 | $39,245-100.0% | $64,105-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 68.2%-68.2pp | 68.1%-68.1pp |
| Annual return | -6.08% | 14.79%-20.9pp | 791.24%-797.3pp | 4.54%-10.6pp |
| Employer contribution / active EE | $1,135 | $736+54.2% | $1,820-37.6% | $1,882-39.7% |
| Participant deferral / active EE | $2,837 | $1,992+42.4% | $2,822+0.5% | $3,022-6.1% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |