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 9-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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,613 | $84,487+214.4% | $125,339+111.9% | $66,914+296.9% |
| Participation rate | 19.4% | 76.4%-57.0pp | 82.4%-62.9pp | 69.8%-50.4pp |
| Annual return | -16.04% | -8.39%-7.6pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,943 | $3,553-45.3% | $4,814-59.6% | $2,544-23.6% |
| Participant deferral / active EE | $4,717 | $6,781-30.4% | $7,446-36.7% | $4,237+11.3% |
| Admin fee / account holder | $2,030 | $685+196.4% | $10,010-79.7% | $593+242.3% |