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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,528 | $68,346-72.9% | $94,646-80.4% | $75,163-75.4% |
| Participation rate | 77.1% | 76.1%+1.0pp | 80.8%-3.7pp | 67.2%+10.0pp |
| Annual return | 21.73% | 616.93%-595.2pp | 156.71%-135.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $322 | $2,701-88.1% | $3,672-91.2% | $2,670-88.0% |
| Participant deferral / active EE | $3,527 | $6,537-46.0% | $7,418-52.5% | $4,125-14.5% |
| Admin fee / account holder | $1,941 | $5,326-63.6% | $7,231-73.2% | $5,651-65.7% |