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 | $60,795-100.0% | $69,455-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 74.6%-74.6pp | 70.2%-70.2pp |
| Annual return | 0.84% | 17.46%-16.6pp | 28.97%-28.1pp | 29.38%-28.5pp |
| Employer contribution / active EE | $2,117 | $2,452-13.7% | $2,779-23.8% | $2,177-2.8% |
| Participant deferral / active EE | $3,176 | $3,162+0.4% | $3,535-10.2% | $3,514-9.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |