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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,872 | $86,655-27.4% | $119,609-47.4% | $66,914-6.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 79.3%-29.3pp | 69.8%-19.8pp |
| Annual return | -15.75% | -8.00%-7.7pp | -14.97%-0.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $793 | $2,536-68.7% | $4,232-81.3% | $2,544-68.8% |
| Participant deferral / active EE | $3,764 | $4,358-13.6% | $5,602-32.8% | $4,237-11.1% |
| Admin fee / account holder | $496 | $755-34.2% | $10,323-95.2% | $593-16.3% |