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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,039 | $52,953-84.8% | $172,739-95.3% | $65,185-87.7% |
| Participation rate | 47.4% | 66.2%-18.8pp | 82.6%-35.3pp | 70.2%-22.8pp |
| Annual return | 26.23% | 30.12%-3.9pp | 802.84%-776.6pp | 29.38%-3.2pp |
| Employer contribution / active EE | $767 | $2,190-65.0% | $5,143-85.1% | $2,177-64.8% |
| Participant deferral / active EE | $1,879 | $2,471-24.0% | $5,198-63.9% | $3,514-46.5% |
| Admin fee / account holder | $334 | $472-29.2% | $13,954-97.6% | $847-60.6% |