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 | $70,262 | $88,122-20.3% | $141,162-50.2% | $67,579+4.0% |
| Participation rate | 64.7% | 76.5%-11.8pp | 82.5%-17.8pp | 71.3%-6.6pp |
| Annual return | 18.38% | 75.40%-57.0pp | 71.39%-53.0pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,701 | $3,224-47.2% | $4,735-64.1% | $2,148-20.8% |
| Participant deferral / active EE | $1,684 | $5,958-71.7% | $6,709-74.9% | $3,539-52.4% |
| Admin fee / account holder | $367 | $131+180.2% | $10,261-96.4% | $142+157.8% |