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 4-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 | $6,540 | $49,915-86.9% | $154,803-95.8% | $74,304-91.2% |
| Participation rate | 70.6% | 54.0%+16.6pp | 78.1%-7.5pp | 60.3%+10.2pp |
| Annual return | 40.00% | 34.06%+5.9pp | 58.88%-18.9pp | 29.43%+10.6pp |
| Employer contribution / active EE | $6 | $1,611-99.6% | $4,305-99.9% | $2,241-99.7% |
| Participant deferral / active EE | $1,671 | $2,255-25.9% | $5,540-69.8% | $3,767-55.6% |
| Admin fee / account holder | $660 | $2,189-69.9% | $14,329-95.4% | $2,969-77.8% |