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 | $109,046 | $86,655+25.8% | $119,609-8.8% | $66,914+63.0% |
| Participation rate | 43.8% | 75.6%-31.7pp | 79.3%-35.4pp | 69.8%-26.0pp |
| Annual return | -20.49% | -8.00%-12.5pp | -14.97%-5.5pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,220 | $2,536-51.9% | $4,232-71.2% | $2,544-52.0% |
| Participant deferral / active EE | $2,358 | $4,358-45.9% | $5,602-57.9% | $4,237-44.3% |
| Admin fee / account holder | $719 | $755-4.8% | $10,323-93.0% | $593+21.2% |