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 | $66,029 | $46,423+42.2% | $75,886-13.0% | $67,579-2.3% |
| Participation rate | 66.9% | 63.1%+3.8pp | 69.3%-2.4pp | 71.3%-4.4pp |
| Annual return | 17.06% | 32.29%-15.2pp | 30.76%-13.7pp | 378.56%-361.5pp |
| Employer contribution / active EE | $287 | $1,406-79.6% | $2,500-88.5% | $2,148-86.6% |
| Participant deferral / active EE | $2,873 | $2,564+12.0% | $3,603-20.3% | $3,539-18.8% |
| Admin fee / account holder | $5 | $132-95.8% | $5,418-99.9% | $142-96.1% |