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 | $88,724 | $63,114+40.6% | $92,893-4.5% | $65,185+36.1% |
| Participation rate | 49.2% | 68.8%-19.6pp | 76.0%-26.8pp | 70.2%-21.0pp |
| Annual return | 17.76% | 28.75%-11.0pp | 109.41%-91.7pp | 29.38%-11.6pp |
| Employer contribution / active EE | $1,402 | $2,571-45.4% | $3,653-61.6% | $2,177-35.6% |
| Participant deferral / active EE | $2,162 | $3,108-30.4% | $4,236-49.0% | $3,514-38.5% |
| Admin fee / account holder | $739 | $624+18.5% | $5,794-87.2% | $847-12.8% |