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.
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 | $89,771 | $142,382-37.0% | $89,7710% | $142,382-37.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 50.0%0pp | 80.1%-30.1pp |
| Annual return | 13.64% | 217.08%-203.4pp | 13.64%0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,730 | $4,299-36.5% | $2,7300% | $4,299-36.5% |
| Participant deferral / active EE | $17,375 | $6,507+167.0% | $17,3750% | $6,507+167.0% |
| Admin fee / account holder | $686 | $12,624-94.6% | $6860% | $12,624-94.6% |