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 | $15,979 | $36,916-56.7% | $156,549-89.8% | $57,658-72.3% |
| Participation rate | 59.9% | 63.4%-3.6pp | 84.0%-24.2pp | 70.2%-10.4pp |
| Annual return | -5.30% | 12.38%-17.7pp | 32.23%-37.5pp | 5.13%-10.4pp |
| Employer contribution / active EE | $790 | $1,571-49.7% | $5,501-85.6% | $1,974-60.0% |
| Participant deferral / active EE | $1,437 | $1,926-25.4% | $4,871-70.5% | $3,061-53.0% |
| Admin fee / account holder | $27 | $82-66.9% | $13,027-99.8% | $95-71.1% |