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 8-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 | $16,568 | $61,156-72.9% | $185,823-91.1% | $79,386-79.1% |
| Participation rate | 28.7% | 66.6%-38.0pp | 81.7%-53.0pp | 70.7%-42.1pp |
| Annual return | 13.62% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $483 | $2,321-79.2% | $5,167-90.7% | $2,427-80.1% |
| Participant deferral / active EE | $1,066 | $2,789-61.8% | $5,568-80.9% | $4,046-73.7% |
| Admin fee / account holder | $346 | $710-51.2% | $16,237-97.9% | $626-44.7% |