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.
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 | $145,038 | $100,801+43.9% | $149,696-3.1% | $73,409+97.6% |
| Participation rate | 65.1% | 77.7%-12.6pp | 82.5%-17.4pp | 72.2%-7.1pp |
| Annual return | 13.05% | 265.34%-252.3pp | 276.60%-263.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,475 | $3,312-25.3% | $4,644-46.7% | $2,234+10.8% |
| Participant deferral / active EE | $6,221 | $6,404-2.9% | $6,842-9.1% | $3,805+63.5% |
| Admin fee / account holder | $313 | $181+73.3% | $9,309-96.6% | $158+98.5% |