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 | $51,003 | $65,435-22.1% | $86,677-41.2% | $66,914-23.8% |
| Participation rate | 42.6% | 75.5%-32.8pp | 76.6%-34.0pp | 69.8%-27.2pp |
| Annual return | -22.56% | -10.89%-11.7pp | 35.91%-58.5pp | 1.58%-24.1pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,754 | $4,100-32.8% | $4,656-40.9% | $4,237-35.0% |
| Admin fee / account holder | $58 | $642-90.9% | $7,493-99.2% | $593-90.2% |