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 | $98,306 | $55,415+77.4% | $155,509-36.8% | $74,495+32.0% |
| Participation rate | 59.2% | 61.9%-2.7pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 11.64% | 268.50%-256.9pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,741 | $2,267+20.9% | $4,672-41.3% | $2,623+4.5% |
| Participant deferral / active EE | $5,195 | $2,836+83.2% | $5,626-7.7% | $4,346+19.5% |
| Admin fee / account holder | $403 | $1,738-76.8% | $15,912-97.5% | $1,942-79.3% |