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 | $186,371 | $65,908+182.8% | $81,812+127.8% | $77,643+140.0% |
| Participation rate | 30.2% | 65.8%-35.6pp | 72.3%-42.1pp | 70.6%-40.4pp |
| Annual return | 14.84% | 26.64%-11.8pp | 773.79%-758.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,594 | $2,370-32.8% | $2,912-45.3% | $2,726-41.5% |
| Participant deferral / active EE | $3,526 | $3,505+0.6% | $4,319-18.4% | $4,647-24.1% |
| Admin fee / account holder | $459 | $526-12.7% | $7,386-93.8% | $430+6.7% |