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 | $50,026 | $84,936-41.1% | $111,297-55.1% | $79,386-37.0% |
| Participation rate | 50.7% | 75.9%-25.1pp | 77.3%-26.6pp | 70.7%-20.0pp |
| Annual return | 13.25% | 17.45%-4.2pp | 54.65%-41.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $873 | $1,979-55.9% | $2,731-68.0% | $2,427-64.0% |
| Participant deferral / active EE | $2,287 | $3,888-41.2% | $4,487-49.0% | $4,046-43.5% |
| Admin fee / account holder | $401 | $537-25.3% | $7,964-95.0% | $626-35.9% |