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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -8.39% | -11.57%+3.2pp | -11.22%+2.8pp | -5.25%-3.1pp |
| Employer contribution / active EE | $0 | $21,762-100.0% | $32,882-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $764 | $1,047-27.1% | $579+31.8% | $120+537.3% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |