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 | $70,162 | $60,323+16.3% | $81,812-14.2% | $74,495-5.8% |
| Participation rate | 57.5% | 62.9%-5.4pp | 72.3%-14.8pp | 67.2%-9.7pp |
| Annual return | 20.27% | 16.90%+3.4pp | 773.79%-753.5pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $860 | $2,620-67.2% | $2,912-70.5% | $2,623-67.2% |
| Participant deferral / active EE | $4,323 | $3,387+27.6% | $4,319+0.1% | $4,346-0.5% |
| Admin fee / account holder | $435 | $1,486-70.7% | $7,386-94.1% | $1,942-77.6% |