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 | $89,460 | $81,474+9.8% | $133,956-33.2% | $73,488+21.7% |
| Participation rate | 48.6% | 76.4%-27.8pp | 79.8%-31.3pp | 70.7%-22.1pp |
| Annual return | 16.64% | 19.40%-2.8pp | 45.09%-28.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $694 | $2,209-68.6% | $3,919-82.3% | $2,270-69.4% |
| Participant deferral / active EE | $3,324 | $3,786-12.2% | $5,048-34.1% | $3,740-11.1% |
| Admin fee / account holder | $591 | $713-17.2% | $8,927-93.4% | $513+15.1% |