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 | $33,694 | $41,317-18.5% | $85,969-60.8% | $55,191-39.0% |
| Participation rate | 42.8% | 54.5%-11.7pp | 76.5%-33.7pp | 69.2%-26.3pp |
| Annual return | -2.01% | 3.93%-5.9pp | 9.32%-11.3pp | 10.78%-12.8pp |
| Employer contribution / active EE | $934 | $1,198-22.0% | $3,474-73.1% | $1,899-50.8% |
| Participant deferral / active EE | $1,241 | $1,914-35.1% | $3,829-67.6% | $3,046-59.2% |
| Admin fee / account holder | $0 | $97-100.0% | $6,053-100.0% | $91-100.0% |