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 | $49,106 | $65,557-25.1% | $105,738-53.6% | $56,287-12.8% |
| Participation rate | 53.0% | 63.4%-10.4pp | 76.3%-23.3pp | 69.9%-16.9pp |
| Annual return | -7.67% | -1.32%-6.3pp | 6.27%-13.9pp | -9.96%+2.3pp |
| Employer contribution / active EE | $619 | $1,788-65.4% | $3,268-81.0% | $2,111-70.7% |
| Participant deferral / active EE | $2,512 | $2,418+3.9% | $4,080-38.4% | $3,350-25.0% |
| Admin fee / account holder | $418 | $561-25.6% | $6,913-94.0% | $521-19.8% |