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 | $163,341 | $101,499+60.9% | $147,005+11.1% | $74,546+119.1% |
| Participation rate | 48.2% | 75.5%-27.3pp | 82.2%-33.9pp | 67.2%-19.0pp |
| Annual return | 19.69% | 8732.34%-8712.7pp | 418.76%-399.1pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $2,381 | $3,811-37.5% | $4,934-51.7% | $2,624-9.3% |
| Participant deferral / active EE | $6,567 | $7,304-10.1% | $8,070-18.6% | $4,347+51.1% |
| Admin fee / account holder | $924 | $1,748-47.2% | $13,006-92.9% | $1,944-52.5% |