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 | $69,381 | $47,977+44.6% | $154,107-55.0% | $56,287+23.3% |
| Participation rate | 37.5% | 66.2%-28.7pp | 83.0%-45.5pp | 69.9%-32.4pp |
| Annual return | -9.48% | 3.54%-13.0pp | 735.12%-744.6pp | -9.96%+0.5pp |
| Employer contribution / active EE | $709 | $2,169-67.3% | $5,298-86.6% | $2,111-66.4% |
| Participant deferral / active EE | $3,451 | $2,392+44.3% | $5,081-32.1% | $3,350+3.0% |
| Admin fee / account holder | $68 | $438-84.4% | $13,411-99.5% | $521-86.9% |