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 | $56,244 | $45,343+24.0% | $150,298-62.6% | $67,986-17.3% |
| Participation rate | 36.8% | 51.9%-15.0pp | 77.8%-40.9pp | 57.2%-20.4pp |
| Annual return | 8.84% | 33.28%-24.4pp | 62.79%-54.0pp | 31.67%-22.8pp |
| Employer contribution / active EE | $491 | $1,462-66.4% | $4,154-88.2% | $2,019-75.7% |
| Participant deferral / active EE | $1,046 | $2,055-49.1% | $5,453-80.8% | $3,358-68.8% |
| Admin fee / account holder | $363 | $2,250-83.9% | $14,116-97.4% | $3,203-88.7% |