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 | $35,337 | $109,359-67.7% | $162,163-78.2% | $72,985-51.6% |
| Participation rate | 71.2% | 84.3%-13.0pp | 87.6%-16.3pp | 69.5%+1.7pp |
| Annual return | 171.55% | 25.46%+146.1pp | 115.59%+56.0pp | 81.00%+90.5pp |
| Employer contribution / active EE | $2 | $3,907-100.0% | $5,614-100.0% | $2,440-99.9% |
| Participant deferral / active EE | $4,903 | $5,481-10.5% | $7,298-32.8% | $3,607+35.9% |
| Admin fee / account holder | $1,948 | $7,972-75.6% | $10,843-82.0% | $5,124-62.0% |