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.)
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 | $73,899 | $73,981-0.1% | $105,722-30.1% | $62,891+17.5% |
| Participation rate | 40.0% | 71.7%-31.7pp | 78.9%-38.9pp | 69.3%-29.3pp |
| Annual return | 2.45% | 17.60%-15.2pp | 12.25%-9.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $319 | $2,856-88.8% | $4,079-92.2% | $2,281-86.0% |
| Participant deferral / active EE | $1,853 | $4,038-54.1% | $5,326-65.2% | $3,203-42.2% |
| Admin fee / account holder | $872 | $5,976-85.4% | $8,308-89.5% | $4,296-79.7% |