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 6-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 | $75,209 | $101,317-25.8% | $146,958-48.8% | $74,495+1.0% |
| Participation rate | 69.7% | 75.5%-5.8pp | 82.2%-12.4pp | 67.2%+2.5pp |
| Annual return | 14.39% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,294 | $3,810-39.8% | $4,933-53.5% | $2,623-12.6% |
| Participant deferral / active EE | $4,750 | $7,303-35.0% | $8,070-41.1% | $4,346+9.3% |
| Admin fee / account holder | $322 | $1,739-81.5% | $12,998-97.5% | $1,942-83.4% |