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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,821 | $100,801-30.7% | $149,696-53.4% | $73,409-4.9% |
| Participation rate | 59.1% | 77.7%-18.6pp | 82.5%-23.4pp | 72.2%-13.1pp |
| Annual return | 13.73% | 265.34%-251.6pp | 276.60%-262.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,463 | $3,312-55.8% | $4,644-68.5% | $2,234-34.5% |
| Participant deferral / active EE | $1,578 | $6,404-75.4% | $6,842-76.9% | $3,805-58.5% |
| Admin fee / account holder | $325 | $181+79.5% | $9,309-96.5% | $158+105.6% |