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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,645 | $98,750+28.2% | $149,696-15.4% | $79,858+58.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 11.75% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,286 | $3,216-28.9% | $4,644-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $8,730 | $5,680+53.7% | $6,842+27.6% | $3,740+133.4% |
| Admin fee / account holder | $513 | $6,053-91.5% | $9,309-94.5% | $5,306-90.3% |