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 | $34,965 | $85,766-59.2% | $136,294-74.3% | $70,131-50.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 9.19% | 31.45%-22.3pp | 5155.94%-5146.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,960 | $2,966-0.2% | $4,695-37.0% | $2,342+26.3% |
| Participant deferral / active EE | $5,096 | $5,051+0.9% | $6,247-18.4% | $3,332+53.0% |
| Admin fee / account holder | $108 | $5,420-98.0% | $9,243-98.8% | $4,645-97.7% |