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.
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,787 | $69,515-41.3% | $86,874-53.1% | $85,850-52.5% |
| Participation rate | 39.1% | 66.3%-27.2pp | 71.6%-32.5pp | 69.3%-30.2pp |
| Annual return | 16.69% | 20.12%-3.4pp | 63.52%-46.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $6 | $1,880-99.7% | $2,495-99.8% | $2,565-99.8% |
| Participant deferral / active EE | $2,728 | $2,919-6.6% | $3,699-26.3% | $3,952-31.0% |
| Admin fee / account holder | $385 | $5,972-93.6% | $5,828-93.4% | $6,260-93.8% |