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 | $42,526 | $174,892-75.7% | $135,584-68.6% | $357,791-88.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 74.9%+6.9pp | 85.6%-3.8pp |
| Annual return | 3.34% | -8.84%+12.2pp | -6.29%+9.6pp | 396.79%-393.4pp |
| Employer contribution / active EE | $4,393 | $4,063+8.1% | $2,978+47.5% | $7,508-41.5% |
| Participant deferral / active EE | $0 | $4,096-100.0% | $3,505-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,090 | $8,977-76.7% | $7,720-72.9% | $28,387-92.6% |