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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,294 | $37,196-26.6% | $154,107-82.3% | $55,725-51.0% |
| Participation rate | 48.3% | 64.1%-15.8pp | 83.0%-34.7pp | 70.9%-22.6pp |
| Annual return | -6.76% | 1319.68%-1326.4pp | 735.12%-741.9pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,939 | $1,614+20.2% | $5,298-63.4% | $2,078-6.7% |
| Participant deferral / active EE | $208 | $2,068-89.9% | $5,081-95.9% | $3,356-93.8% |
| Admin fee / account holder | $307 | $102+201.8% | $13,411-97.7% | $115+166.2% |