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 | $108,636 | $82,917+31.0% | $103,333+5.1% | $77,643+39.9% |
| Participation rate | 39.1% | 71.6%-32.5pp | 74.5%-35.4pp | 70.6%-31.5pp |
| Annual return | 9.14% | 19.13%-10.0pp | 24.88%-15.7pp | 31.24%-22.1pp |
| Employer contribution / active EE | $6,106 | $3,552+71.9% | $3,868+57.9% | $2,726+124.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $645 | $638+1.1% | $8,355-92.3% | $430+49.8% |