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 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,380 | $21,859-70.8% | - | $64,186-90.1% |
| Participation rate | 56.1% | 49.4%+6.7pp | - | 69.6%-13.5pp |
| Annual return | -6.77% | -2.64%-4.1pp | - | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | - | $2,381-100.0% |
| Participant deferral / active EE | $939 | $1,289-27.2% | - | $3,470-72.9% |
| Admin fee / account holder | $747 | $1,657-54.9% | - | $4,888-84.7% |