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 | $44,090 | $65,435-32.6% | $86,677-49.1% | $66,914-34.1% |
| Participation rate | 47.2% | 75.5%-28.2pp | 76.6%-29.4pp | 69.8%-22.6pp |
| Annual return | -18.48% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $768 | $2,153-64.3% | $2,836-72.9% | $2,544-69.8% |
| Participant deferral / active EE | $2,243 | $4,100-45.3% | $4,656-51.8% | $4,237-47.1% |
| Admin fee / account holder | $364 | $642-43.2% | $7,493-95.1% | $593-38.6% |