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.
Participant 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.)
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 | $41,842 | $42,548-1.7% | $74,550-43.9% | $56,287-25.7% |
| Participation rate | 33.1% | 60.5%-27.4pp | 69.1%-36.0pp | 69.9%-36.8pp |
| Annual return | -8.91% | 12.40%-21.3pp | 32.53%-41.4pp | -9.96%+1.0pp |
| Employer contribution / active EE | $512 | $855-40.1% | $1,961-73.9% | $2,111-75.8% |
| Participant deferral / active EE | $1,043 | $2,277-54.2% | $3,108-66.5% | $3,350-68.9% |
| Admin fee / account holder | $452 | $467-3.4% | $5,060-91.1% | $521-13.3% |