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 | $24,505 | $39,245-37.6% | $64,105-61.8% | $52,331-53.2% |
| Participation rate | 33.7% | 58.2%-24.6pp | 68.2%-34.5pp | 68.1%-34.5pp |
| Annual return | -2.80% | 14.79%-17.6pp | 791.24%-794.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $530 | $736-28.1% | $1,820-70.9% | $1,882-71.9% |
| Participant deferral / active EE | $1,073 | $1,992-46.1% | $2,822-62.0% | $3,022-64.5% |
| Admin fee / account holder | $20 | $592-96.6% | $4,499-99.6% | $592-96.6% |