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 9-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 | $8,602 | $77,813-88.9% | $123,544-93.0% | $64,186-86.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.55% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $212 | $3,014-93.0% | $4,628-95.4% | $2,381-91.1% |
| Participant deferral / active EE | $2,343 | $5,240-55.3% | $6,426-63.5% | $3,470-32.5% |
| Admin fee / account holder | $3,333 | $5,519-39.6% | $9,284-64.1% | $4,888-31.8% |