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 | $58,361 | $54,045+8.0% | $115,157-49.3% | $65,185-10.5% |
| Participation rate | 62.6% | 63.5%-0.9pp | 75.9%-13.3pp | 70.2%-7.6pp |
| Annual return | 24.08% | 26.55%-2.5pp | 35.60%-11.5pp | 29.38%-5.3pp |
| Employer contribution / active EE | $479 | $1,653-71.0% | $3,179-84.9% | $2,177-78.0% |
| Participant deferral / active EE | $2,653 | $2,504+5.9% | $4,168-36.4% | $3,514-24.5% |
| Admin fee / account holder | $350 | $626-44.1% | $7,088-95.1% | $847-58.7% |