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 | $73,891 | $59,328+24.5% | $118,925-37.9% | $73,488+0.5% |
| Participation rate | 60.4% | 62.3%-1.9pp | 75.4%-15.0pp | 70.7%-10.3pp |
| Annual return | 20.26% | 19.13%+1.1pp | 35.88%-15.6pp | 28.51%-8.2pp |
| Employer contribution / active EE | $812 | $1,803-55.0% | $3,263-75.1% | $2,270-64.2% |
| Participant deferral / active EE | $3,211 | $2,604+23.3% | $4,265-24.7% | $3,740-14.1% |
| Admin fee / account holder | $491 | $600-18.2% | $6,581-92.5% | $513-4.2% |