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 | $6,108 | $77,634-92.1% | $156,549-96.1% | $62,891-90.3% |
| Participation rate | 70.8% | 71.2%-0.4pp | 84.0%-13.2pp | 69.3%+1.5pp |
| Annual return | 4.64% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,430 | $3,045-53.0% | $4,871-70.6% | $3,203-55.3% |
| Admin fee / account holder | $816 | $5,561-85.3% | $13,027-93.7% | $4,296-81.0% |