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 3-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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $654 | $25,014-97.4% | $69,647-99.1% | $80,856-99.2% |
| Participation rate | 1.4% | 64.2%-62.8pp | 66.5%-65.0pp | 67.6%-66.2pp |
| Annual return | 18.78% | 19.07%-0.3pp | 100.48%-81.7pp | 35.59%-16.8pp |
| Employer contribution / active EE | $280 | $993-71.8% | $1,712-83.6% | $2,755-89.8% |
| Participant deferral / active EE | $547 | $1,839-70.2% | $2,886-81.0% | $4,296-87.3% |
| Admin fee / account holder | $451 | $2,488-81.9% | $4,713-90.4% | $6,918-93.5% |