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 | $37,542 | $46,745-19.7% | $60,547-38.0% | $52,331-28.3% |
| Participation rate | 59.2% | 58.6%+0.7pp | 68.0%-8.7pp | 68.1%-8.9pp |
| Annual return | -2.75% | 0.61%-3.4pp | 335.64%-338.4pp | 4.54%-7.3pp |
| Employer contribution / active EE | $724 | $1,259-42.5% | $2,419-70.1% | $1,882-61.5% |
| Participant deferral / active EE | $2,090 | $2,145-2.6% | $3,328-37.2% | $3,022-30.8% |
| Admin fee / account holder | $50 | $537-90.6% | $4,536-98.9% | $592-91.5% |