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 | $8,715 | $25,972-66.4% | - | $72,985-88.1% |
| Participation rate | 42.5% | 52.8%-10.3pp | - | 69.5%-27.0pp |
| Annual return | 20.40% | 20.47%-0.1pp | - | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,440-100.0% |
| Participant deferral / active EE | $881 | $2,560-65.6% | - | $3,607-75.6% |
| Admin fee / account holder | $1,524 | $2,104-27.6% | - | $5,124-70.3% |