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 | $18,685 | $62,928-70.3% | $172,739-89.2% | $67,579-72.4% |
| Participation rate | 52.8% | 64.5%-11.7pp | 82.6%-29.9pp | 71.3%-18.5pp |
| Annual return | 8.07% | 30.36%-22.3pp | 802.84%-794.8pp | 378.56%-370.5pp |
| Employer contribution / active EE | $746 | $1,636-54.4% | $5,143-85.5% | $2,148-65.3% |
| Participant deferral / active EE | $1,467 | $2,145-31.6% | $5,198-71.8% | $3,539-58.6% |
| Admin fee / account holder | $25 | $167-85.0% | $13,954-99.8% | $142-82.5% |