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.)
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 | $29,462 | $65,041-54.7% | $90,951-67.6% | $79,858-63.1% |
| Participation rate | 34.2% | 61.6%-27.4pp | 69.0%-34.8pp | 69.6%-35.4pp |
| Annual return | 7.24% | 30.45%-23.2pp | 134.60%-127.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $678 | $2,512-73.0% | $3,373-79.9% | $3,740-81.9% |
| Admin fee / account holder | $309 | $4,536-93.2% | $5,959-94.8% | $5,306-94.2% |