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.
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 | $110,673 | $81,474+35.8% | $133,956-17.4% | $73,488+50.6% |
| Participation rate | 49.0% | 76.4%-27.4pp | 79.8%-30.8pp | 70.7%-21.7pp |
| Annual return | 25.34% | 19.40%+5.9pp | 45.09%-19.7pp | 28.51%-3.2pp |
| Employer contribution / active EE | $1,163 | $2,209-47.4% | $3,919-70.3% | $2,270-48.8% |
| Participant deferral / active EE | $2,352 | $3,786-37.9% | $5,048-53.4% | $3,740-37.1% |
| Admin fee / account holder | $504 | $713-29.3% | $8,927-94.4% | $513-1.8% |