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 | $48,751 | $52,293-6.8% | $178,490-72.7% | $73,409-33.6% |
| Participation rate | 22.7% | 65.3%-42.6pp | 81.9%-59.2pp | 72.2%-49.5pp |
| Annual return | 15.79% | 34.75%-19.0pp | 151.07%-135.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $161 | $1,735-90.7% | $5,011-96.8% | $2,234-92.8% |
| Participant deferral / active EE | $768 | $2,332-67.1% | $5,202-85.2% | $3,805-79.8% |
| Admin fee / account holder | $352 | $127+176.2% | $13,984-97.5% | $158+122.8% |