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.
Employer 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 | $48,617 | $65,557-25.8% | $105,738-54.0% | $56,287-13.6% |
| Participation rate | 59.8% | 63.4%-3.6pp | 76.3%-16.6pp | 69.9%-10.1pp |
| Annual return | -7.11% | -1.32%-5.8pp | 6.27%-13.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $413 | $1,788-76.9% | $3,268-87.4% | $2,111-80.4% |
| Participant deferral / active EE | $2,206 | $2,418-8.8% | $4,080-45.9% | $3,350-34.2% |
| Admin fee / account holder | $326 | $561-41.9% | $6,913-95.3% | $521-37.4% |