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 | $198,879 | $74,552+166.8% | $62,995+215.7% | $69,631+185.6% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.8%-74.8pp | 70.7%-70.7pp |
| Annual return | 12.07% | 15.77%-3.7pp | 87.57%-75.5pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $2,696 | $2,929-8.0% | $2,759-2.3% | $2,032+32.6% |
| Participant deferral / active EE | $4,285 | $2,974+44.1% | $3,329+28.7% | $3,224+32.9% |
| Admin fee / account holder | $233 | $59+291.7% | $3,600-93.5% | $110+110.7% |