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 | $66,443 | $60,124+10.5% | $90,404-26.5% | $79,858-16.8% |
| Participation rate | 18.8% | 65.0%-46.1pp | 72.7%-53.8pp | 69.6%-50.8pp |
| Annual return | 17.97% | 71.94%-54.0pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $463 | $2,068-77.6% | $3,262-85.8% | $2,471-81.3% |
| Participant deferral / active EE | $995 | $2,938-66.2% | $3,963-74.9% | $3,740-73.4% |
| Admin fee / account holder | $409 | $3,976-89.7% | $5,611-92.7% | $5,306-92.3% |