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 | $57,897 | $40,256+43.8% | $57,343+1.0% | $59,632-2.9% |
| Participation rate | 64.5% | 69.2%-4.7pp | 75.1%-10.6pp | 68.7%-4.2pp |
| Annual return | 1.10% | 27.49%-26.4pp | 24.39%-23.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,353 | $2,399-43.6% | $3,162-57.2% | $3,192-57.6% |
| Admin fee / account holder | $499 | $2,818-82.3% | $3,356-85.1% | $4,297-88.4% |