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 | $12,396 | $50,958-75.7% | $74,550-83.4% | $64,186-80.7% |
| Participation rate | 71.6% | 61.1%+10.6pp | 69.1%+2.5pp | 69.6%+2.1pp |
| Annual return | 3.46% | -1.86%+5.3pp | 32.53%-29.1pp | 7.63%-4.2pp |
| Employer contribution / active EE | $168 | $1,115-84.9% | $1,961-91.4% | $2,381-92.9% |
| Participant deferral / active EE | $1,614 | $2,301-29.9% | $3,108-48.1% | $3,470-53.5% |
| Admin fee / account holder | $778 | $4,223-81.6% | $5,060-84.6% | $4,888-84.1% |