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.
Employer 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 | $81,857 | $77,660+5.4% | $109,143-25.0% | $79,386+3.1% |
| Participation rate | 34.0% | 67.8%-33.8pp | 75.9%-41.8pp | 70.7%-36.7pp |
| Annual return | 12.97% | 23.44%-10.5pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $12 | $2,797-99.6% | $3,722-99.7% | $2,427-99.5% |
| Participant deferral / active EE | $3,313 | $3,518-5.8% | $4,653-28.8% | $4,046-18.1% |
| Admin fee / account holder | $335 | $732-54.2% | $6,752-95.0% | $626-46.5% |