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 5-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 | $16,573 | $37,196-55.4% | $154,107-89.2% | $55,725-70.3% |
| Participation rate | 0.4% | 64.1%-63.7pp | 83.0%-82.6pp | 70.9%-70.4pp |
| Annual return | -7.05% | 1319.68%-1326.7pp | 735.12%-742.2pp | 244.93%-252.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $15 | $2,068-99.3% | $5,081-99.7% | $3,356-99.6% |
| Admin fee / account holder | $366 | $102+259.8% | $13,411-97.3% | $115+217.3% |