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 | $7,096 | $71,883-90.1% | $86,677-91.8% | $68,494-89.6% |
| Participation rate | 80.4% | 72.2%+8.2pp | 76.6%+3.9pp | 67.9%+12.5pp |
| Annual return | -16.51% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $313 | $2,173-85.6% | $2,836-89.0% | $2,596-87.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $880 | $6,112-85.6% | $7,493-88.3% | $5,403-83.7% |