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 | $87,108 | $87,733-0.7% | $106,548-18.2% | $85,850+1.5% |
| Participation rate | 64.8% | 71.9%-7.1pp | 76.1%-11.3pp | 69.3%-4.5pp |
| Annual return | 9.77% | 21.86%-12.1pp | 26.80%-17.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,191 | $2,073-42.5% | $2,819-57.7% | $2,565-53.6% |
| Participant deferral / active EE | $4,237 | $3,469+22.1% | $4,398-3.7% | $3,952+7.2% |
| Admin fee / account holder | $394 | $6,767-94.2% | $7,407-94.7% | $6,260-93.7% |