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.
See 1 actuary disclosure. $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 | $22,787 | $110,547-79.4% | $102,492-77.8% | $338,187-93.3% |
| Participation rate | 100.0% | 17.2%+82.8pp | 12.2%+87.8pp | 44.0%+56.0pp |
| Annual return | 3.72% | 3.51%+0.2pp | 5.17%-1.4pp | 13.05%-9.3pp |
| Employer contribution / active EE | $2,168 | $33,893-93.6% | $26,422-91.8% | $37,639-94.2% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $307 | $22,109-98.6% | $16,625-98.2% | $30,864-99.0% |