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 8-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 | $19,054 | $82,032-76.8% | $123,104-84.5% | $59,632-68.0% |
| Participation rate | 93.3% | 83.2%+10.1pp | 86.8%+6.6pp | 68.7%+24.7pp |
| Annual return | 0.58% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $500 | $3,297-84.8% | $5,151-90.3% | $2,203-77.3% |
| Participant deferral / active EE | $3,373 | $4,667-27.7% | $6,230-45.9% | $3,192+5.7% |
| Admin fee / account holder | $9,473 | $5,881+61.1% | $9,015+5.1% | $4,297+120.4% |