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 | $25,300 | $43,423-41.7% | $78,689-67.8% | $55,167-54.1% |
| Participation rate | 47.2% | 68.0%-20.8pp | 73.6%-26.3pp | 69.0%-21.8pp |
| Annual return | 4.99% | 11.53%-6.5pp | 62.18%-57.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $827 | $1,997-58.6% | $2,851-71.0% | $1,963-57.8% |
| Participant deferral / active EE | $1,280 | $2,509-49.0% | $3,517-63.6% | $3,054-58.1% |
| Admin fee / account holder | $39 | $416-90.5% | $4,510-99.1% | $504-92.2% |