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 5-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.
Participant 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 | $11,138 | $56,110-80.2% | $94,993-88.3% | $70,131-84.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 14.23% | 51.02%-36.8pp | 27.12%-12.9pp | 73.14%-58.9pp |
| Employer contribution / active EE | $625 | $1,442-56.7% | $2,603-76.0% | $2,342-73.3% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $950 | $3,456-72.5% | $4,960-80.8% | $4,645-79.5% |