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 | $65,238 | $86,332-24.4% | $125,175-47.9% | $65,185+0.1% |
| Participation rate | 44.7% | 75.3%-30.6pp | 79.8%-35.0pp | 70.2%-25.5pp |
| Annual return | 23.08% | 27.43%-4.3pp | 43.79%-20.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $753 | $2,040-63.1% | $3,865-80.5% | $2,177-65.4% |
| Participant deferral / active EE | $3,593 | $3,537+1.6% | $4,937-27.2% | $3,514+2.3% |
| Admin fee / account holder | $476 | $609-21.9% | $9,702-95.1% | $847-43.8% |