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.)
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 | $30,628 | $93,182-67.1% | $146,665-79.1% | $79,386-61.4% |
| Participation rate | 50.5% | 76.4%-26.0pp | 80.1%-29.6pp | 70.7%-20.3pp |
| Annual return | 15.38% | 21.61%-6.2pp | 22.74%-7.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,566 | $2,420+6.0% | $4,136-38.0% | $2,427+5.7% |
| Participant deferral / active EE | $4,748 | $4,169+13.9% | $5,506-13.8% | $4,046+17.4% |
| Admin fee / account holder | $300 | $585-48.7% | $10,280-97.1% | $626-52.1% |