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 9-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 | $47,880 | $59,553-19.6% | $83,167-42.4% | $50,876-5.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 77.9%+22.1pp | 15.7%+84.3pp |
| Annual return | 2.16% | -0.78%+2.9pp | -0.37%+2.5pp | -7.14%+9.3pp |
| Employer contribution / active EE | $721 | $11,650-93.8% | $27,460-97.4% | $14,613-95.1% |
| Participant deferral / active EE | $705 | $997-29.3% | $1,021-31.0% | $60+1071.4% |
| Admin fee / account holder | $5,433 | $1,768+207.3% | $3,063+77.4% | $1,191+356.1% |