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 | $49,915+12.7% | $154,803-63.7% | $74,304-24.3% |
| Participation rate | 36.8% | 54.0%-17.1pp | 78.1%-41.2pp | 60.3%-23.5pp |
| Annual return | 8.84% | 34.06%-25.2pp | 58.88%-50.0pp | 29.43%-20.6pp |
| Employer contribution / active EE | $491 | $1,611-69.5% | $4,305-88.6% | $2,241-78.1% |
| Participant deferral / active EE | $1,046 | $2,255-53.6% | $5,540-81.1% | $3,767-72.2% |
| Admin fee / account holder | $363 | $2,189-83.4% | $14,329-97.5% | $2,969-87.8% |