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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,355 | $73,404+38.1% | $87,100+16.4% | $67,579+50.0% |
| Participation rate | 6.8% | 80.9%-74.0pp | 76.9%-70.0pp | 71.3%-64.5pp |
| Annual return | 17.16% | 48.29%-31.1pp | 28.19%-11.0pp | 378.56%-361.4pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,641 | $3,913-58.1% | $4,049-59.5% | $3,539-53.6% |
| Admin fee / account holder | $82 | $142-41.8% | $7,497-98.9% | $142-42.1% |