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 | $62,867 | $75,388-16.6% | $123,544-49.1% | $55,725+12.8% |
| Participation rate | 49.0% | 75.7%-26.7pp | 82.3%-33.3pp | 70.9%-21.9pp |
| Annual return | -5.24% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,425 | $3,063-53.5% | $4,628-69.2% | $2,078-31.4% |
| Participant deferral / active EE | $1,683 | $5,651-70.2% | $6,426-73.8% | $3,356-49.8% |
| Admin fee / account holder | $407 | $120+239.6% | $9,284-95.6% | $115+253.1% |