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 | $23,828 | $22,714+4.9% | $59,496-60.0% | $55,191-56.8% |
| Participation rate | 21.2% | 37.5%-16.3pp | 54.6%-33.4pp | 69.2%-48.0pp |
| Annual return | -4.01% | -44.01%+40.0pp | 182.05%-186.1pp | 10.78%-14.8pp |
| Employer contribution / active EE | $69 | $418-83.5% | $1,153-94.0% | $1,899-96.4% |
| Participant deferral / active EE | $323 | $843-61.7% | $1,829-82.3% | $3,046-89.4% |
| Admin fee / account holder | $49 | $83-40.7% | $2,232-97.8% | $91-45.5% |