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 | $47,138 | $101,317-53.5% | $146,958-67.9% | $74,495-36.7% |
| Participation rate | 62.9% | 75.5%-12.6pp | 82.2%-19.2pp | 67.2%-4.3pp |
| Annual return | 19.11% | 8730.91%-8711.8pp | 418.34%-399.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,948 | $3,810-48.9% | $4,933-60.5% | $2,623-25.7% |
| Participant deferral / active EE | $4,509 | $7,303-38.3% | $8,070-44.1% | $4,346+3.8% |
| Admin fee / account holder | $447 | $1,739-74.3% | $12,998-96.6% | $1,942-77.0% |