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 | $86,225 | $47,126+83.0% | $149,673-42.4% | $74,419+15.9% |
| Participation rate | 48.3% | 63.4%-15.1pp | 78.8%-30.5pp | 70.7%-22.4pp |
| Annual return | 21.16% | 22.75%-1.6pp | 134.42%-113.3pp | 34.38%-13.2pp |
| Employer contribution / active EE | $1,382 | $1,905-27.5% | $4,818-71.3% | $2,637-47.6% |
| Participant deferral / active EE | $2,456 | $2,728-9.9% | $5,680-56.8% | $4,528-45.8% |
| Admin fee / account holder | $317 | $343-7.4% | $13,210-97.6% | $348-8.7% |