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 | $52,628 | $64,186-18.0% | $52,6280% | $64,186-18.0% |
| Participation rate | 59.5% | 69.6%-10.0pp | 59.5%0pp | 69.6%-10.0pp |
| Annual return | -4.86% | 7.63%-12.5pp | -4.86%0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $596 | $2,381-75.0% | $5960% | $2,381-75.0% |
| Participant deferral / active EE | $1,533 | $3,470-55.8% | $1,5330% | $3,470-55.8% |
| Admin fee / account holder | $23,587 | $4,888+382.6% | $23,5870% | $4,888+382.6% |