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.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,486 | $50,820-32.1% | $155,567-77.8% | $77,671-55.6% |
| Participation rate | 22.4% | 63.1%-40.7pp | 78.2%-55.8pp | 70.6%-48.2pp |
| Annual return | 9.88% | 34.85%-25.0pp | 64.74%-54.9pp | 31.21%-21.3pp |
| Employer contribution / active EE | $456 | $1,993-77.1% | $4,674-90.2% | $2,726-83.3% |
| Participant deferral / active EE | $772 | $2,823-72.6% | $5,628-86.3% | $4,648-83.4% |
| Admin fee / account holder | $453 | $436+4.0% | $15,916-97.2% | $430+5.3% |