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 | $15,257 | $66,402-77.0% | $109,895-86.1% | $85,850-82.2% |
| Participation rate | 93.1% | 63.9%+29.2pp | 74.2%+18.9pp | 69.3%+23.8pp |
| Annual return | 11.94% | 19.59%-7.7pp | 29.45%-17.5pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,749 | $2,842+31.9% | $4,048-7.4% | $3,952-5.1% |
| Admin fee / account holder | $834 | $4,557-81.7% | $6,066-86.3% | $6,260-86.7% |