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 | $35,914 | $47,977-25.1% | $154,107-76.7% | $56,287-36.2% |
| Participation rate | 30.7% | 66.2%-35.4pp | 83.0%-52.3pp | 69.9%-39.1pp |
| Annual return | -6.96% | 3.54%-10.5pp | 735.12%-742.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,551 | $2,392-35.2% | $5,081-69.5% | $3,350-53.7% |
| Admin fee / account holder | $3 | $438-99.4% | $13,411-100.0% | $521-99.5% |