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 | $53,768 | $77,660-30.8% | $109,143-50.7% | $79,386-32.3% |
| Participation rate | 57.7% | 67.8%-10.1pp | 75.9%-18.2pp | 70.7%-13.0pp |
| Annual return | 23.95% | 23.44%+0.5pp | 25.75%-1.8pp | 116.85%-92.9pp |
| Employer contribution / active EE | $1,856 | $2,797-33.7% | $3,722-50.1% | $2,427-23.5% |
| Participant deferral / active EE | $3,746 | $3,518+6.5% | $4,653-19.5% | $4,046-7.4% |
| Admin fee / account holder | $375 | $732-48.8% | $6,752-94.5% | $626-40.2% |