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 | $7,553 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-97.2% |
| Participation rate | 72.7% | 74.1%-1.3pp | 68.4%+4.3pp | 83.0%-10.3pp |
| Annual return | 8.46% | 2.55%+5.9pp | 5.24%+3.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,761 | $2,962-6.8% | $2,591+6.6% | $5,287-47.8% |
| Admin fee / account holder | $436 | $3,725-88.3% | $2,903-85.0% | $10,132-95.7% |