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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,563 | $58,726-19.0% | $92,233-48.4% | $62,292-23.6% |
| Participation rate | 22.4% | 68.3%-45.9pp | 76.5%-54.1pp | 69.5%-47.1pp |
| Annual return | 15.05% | 43.62%-28.6pp | 176.28%-161.2pp | 28.90%-13.9pp |
| Employer contribution / active EE | $136 | $2,392-94.3% | $3,679-96.3% | $2,042-93.4% |
| Participant deferral / active EE | $1,390 | $2,766-49.7% | $3,897-64.3% | $3,169-56.1% |
| Admin fee / account holder | $399 | $556-28.3% | $5,194-92.3% | $479-16.8% |