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.)
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 | $70,620 | $30,599+130.8% | $74,583-5.3% | $57,658+22.5% |
| Participation rate | 8.4% | 49.1%-40.8pp | 68.1%-59.7pp | 70.2%-61.8pp |
| Annual return | 8.71% | 14.24%-5.5pp | 20.47%-11.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $205 | $1,000-79.5% | $2,525-91.9% | $1,974-89.6% |
| Participant deferral / active EE | $333 | $1,805-81.6% | $3,458-90.4% | $3,061-89.1% |
| Admin fee / account holder | $442 | $98+350.7% | $4,138-89.3% | $95+367.4% |