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.)
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 | $24,498 | $62,132-60.6% | $185,823-86.8% | $73,488-66.7% |
| Participation rate | 16.7% | 67.8%-51.1pp | 78.0%-61.4pp | 70.7%-54.0pp |
| Annual return | 15.41% | 20.44%-5.0pp | 35.95%-20.5pp | 28.51%-13.1pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $542 | $3,711-85.4% | $5,632-90.4% | $3,740-85.5% |
| Admin fee / account holder | $390 | $419-6.8% | $9,500-95.9% | $513-24.0% |