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 | $36,699 | $122,693-70.1% | $184,203-80.1% | $199,593-81.6% |
| Participation rate | 63.3% | 86.8%-23.5pp | 86.8%-23.6pp | 72.0%-8.7pp |
| Annual return | 29.78% | 143.91%-114.1pp | 28.81%+1.0pp | 34.25%-4.5pp |
| Employer contribution / active EE | $1,979 | $4,584-56.8% | $6,427-69.2% | $3,034-34.8% |
| Participant deferral / active EE | $4,245 | $7,990-46.9% | $9,131-53.5% | $5,087-16.5% |
| Admin fee / account holder | $380 | $121+215.6% | $13,901-97.3% | $269+41.5% |