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 | $75,243 | $88,982-15.4% | $102,438-26.5% | $77,671-3.1% |
| Participation rate | 41.3% | 80.9%-39.6pp | 76.5%-35.2pp | 70.6%-29.2pp |
| Annual return | 10.34% | 25.01%-14.7pp | 29.37%-19.0pp | 31.21%-20.9pp |
| Employer contribution / active EE | $1,887 | $2,698-30.1% | $3,024-37.6% | $2,726-30.8% |
| Participant deferral / active EE | $3,970 | $5,144-22.8% | $5,054-21.4% | $4,648-14.6% |
| Admin fee / account holder | $326 | $236+38.6% | $9,448-96.5% | $430-24.2% |