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 | $48,019 | $29,546+62.5% | $56,441-14.9% | $77,671-38.2% |
| Participation rate | 62.2% | 32.7%+29.5pp | 52.5%+9.7pp | 70.6%-8.4pp |
| Annual return | 16.88% | 19.01%-2.1pp | 1704.21%-1687.3pp | 31.21%-14.3pp |
| Employer contribution / active EE | $1,480 | $568+160.5% | $1,039+42.5% | $2,726-45.7% |
| Participant deferral / active EE | $2,651 | $1,061+149.9% | $1,953+35.8% | $4,648-43.0% |
| Admin fee / account holder | $303 | $1,046-71.0% | $2,829-89.3% | $430-29.5% |