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.)
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 | $52,714 | $66,302-20.5% | $110,238-52.2% | $56,287-6.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 79.8%-29.8pp | 69.9%-19.9pp |
| Annual return | -5.73% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $800 | $2,047-60.9% | $3,826-79.1% | $2,111-62.1% |
| Participant deferral / active EE | $3,549 | $3,381+5.0% | $4,672-24.0% | $3,350+5.9% |
| Admin fee / account holder | $339 | $698-51.5% | $8,547-96.0% | $521-34.9% |