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 | $4,037 | $57,823-93.0% | $56,546-92.9% | $350,408-98.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 50.6%+49.4pp | 44.4%+55.6pp |
| Annual return | -1.45% | -10.39%+8.9pp | -11.22%+9.8pp | -14.65%+13.2pp |
| Employer contribution / active EE | $430 | $40,078-98.9% | $32,882-98.7% | $46,320-99.1% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $610 | $1,766-65.4% | $1,473-58.6% | $14,631-95.8% |