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 | $47,250 | $49,915-5.3% | $154,803-69.5% | $74,304-36.4% |
| Participation rate | 68.2% | 54.0%+14.3pp | 78.1%-9.8pp | 60.3%+7.9pp |
| Annual return | 12.60% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,123 | $1,611+31.8% | $4,305-50.7% | $2,241-5.3% |
| Participant deferral / active EE | $4,089 | $2,255+81.3% | $5,540-26.2% | $3,767+8.5% |
| Admin fee / account holder | $409 | $2,189-81.3% | $14,329-97.1% | $2,969-86.2% |