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 | $74,680 | $76,670-2.6% | $96,683-22.8% | $71,457+4.5% |
| Participation rate | 54.3% | 66.6%-12.2pp | 74.3%-20.0pp | 67.9%-13.6pp |
| Annual return | 16.02% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,402 | $3,031-53.8% | $3,737-62.5% | $2,588-45.8% |
| Participant deferral / active EE | $2,124 | $3,771-43.7% | $4,878-56.5% | $4,289-50.5% |
| Admin fee / account holder | $511 | $2,028-74.8% | $6,730-92.4% | $1,587-67.8% |