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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,902 | $66,124-29.1% | $90,404-48.1% | $73,488-36.2% |
| Participation rate | 23.8% | 69.7%-45.8pp | 72.7%-48.8pp | 70.7%-46.8pp |
| Annual return | 6.13% | 17.65%-11.5pp | 1293.02%-1286.9pp | 28.51%-22.4pp |
| Employer contribution / active EE | $740 | $2,346-68.4% | $3,262-77.3% | $2,270-67.4% |
| Participant deferral / active EE | $1,370 | $3,039-54.9% | $3,963-65.4% | $3,740-63.4% |
| Admin fee / account holder | $20 | $396-94.9% | $5,611-99.6% | $513-96.0% |