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 | $63,317 | $88,324-28.3% | $115,037-45.0% | $55,191+14.7% |
| Participation rate | 50.6% | 72.5%-21.9pp | 81.4%-30.7pp | 69.2%-18.5pp |
| Annual return | 1.38% | 6.30%-4.9pp | 26.14%-24.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,843 | $5,042-63.4% | $6,026-69.4% | $3,046-39.5% |
| Admin fee / account holder | $329 | $105+212.3% | $8,175-96.0% | $91+262.5% |