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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,498 | $62,891-0.6% | $62,4980% | $62,891-0.6% |
| Participation rate | 29.4% | 69.3%-39.9pp | 29.4%0pp | 69.3%-39.9pp |
| Annual return | 7.65% | 20.14%-12.5pp | 7.65%0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $389 | $2,281-83.0% | $3890% | $2,281-83.0% |
| Participant deferral / active EE | $1,736 | $3,203-45.8% | $1,7360% | $3,203-45.8% |
| Admin fee / account holder | $6,336 | $4,296+47.5% | $6,3360% | $4,296+47.5% |