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 | $80,049 | $31,424+154.7% | $81,478-1.8% | $69,631+15.0% |
| Participation rate | 8.9% | 50.8%-41.9pp | 68.0%-59.0pp | 70.7%-61.7pp |
| Annual return | 17.11% | 22.44%-5.3pp | 38.78%-21.7pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $221 | $1,029-78.5% | $2,568-91.4% | $2,032-89.1% |
| Participant deferral / active EE | $338 | $1,838-81.6% | $3,537-90.5% | $3,224-89.5% |
| Admin fee / account holder | $519 | $103+405.5% | $4,561-88.6% | $110+369.6% |