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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,617 | $112,686-72.8% | $169,993-82.0% | $80,160-61.8% |
| Participation rate | 67.1% | 87.4%-20.3pp | 87.0%-19.9pp | 72.9%-5.8pp |
| Annual return | 19.57% | 67.04%-47.5pp | 53.37%-33.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $2,007 | $4,481-55.2% | $6,785-70.4% | $2,978-32.6% |
| Participant deferral / active EE | $3,463 | $7,876-56.0% | $10,408-66.7% | $5,017-31.0% |
| Admin fee / account holder | $381 | $99+284.3% | $12,815-97.0% | $145+162.8% |