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 | $8,230 | $73,867-88.9% | $143,757-94.3% | $68,494-88.0% |
| Participation rate | 79.1% | 66.7%+12.4pp | 80.3%-1.2pp | 67.9%+11.2pp |
| Annual return | -14.97% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $357 | $3,184-88.8% | $4,951-92.8% | $2,596-86.3% |
| Participant deferral / active EE | $1,312 | $3,384-61.2% | $5,637-76.7% | $4,027-67.4% |
| Admin fee / account holder | $1,228 | $5,755-78.7% | $14,673-91.6% | $5,403-77.3% |