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 | $9,960 | $144,119-93.1% | $117,854-91.5% | $147,584-93.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 20.22% | 531.15%-510.9pp | 335.08%-314.9pp | 578.55%-558.3pp |
| Employer contribution / active EE | $212 | $4,896-95.7% | $3,786-94.4% | $4,876-95.7% |
| Participant deferral / active EE | $2,033 | $5,316-61.8% | $4,482-54.6% | $5,439-62.6% |
| Admin fee / account holder | $431 | $10,886-96.0% | $8,020-94.6% | $10,885-96.0% |