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 | $83,037 | $101,317-18.0% | $146,958-43.5% | $74,495+11.5% |
| Participation rate | 66.2% | 75.5%-9.3pp | 82.2%-15.9pp | 67.2%-1.0pp |
| Annual return | 13.60% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,649 | $3,810-56.7% | $4,933-66.6% | $2,623-37.1% |
| Participant deferral / active EE | $5,249 | $7,303-28.1% | $8,070-34.9% | $4,346+20.8% |
| Admin fee / account holder | $314 | $1,739-81.9% | $12,998-97.6% | $1,942-83.8% |