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 5-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 | $14,619 | $73,787-80.2% | $98,716-85.2% | $82,448-82.3% |
| Participation rate | 95.1% | 61.4%+33.7pp | 69.3%+25.8pp | 68.1%+27.0pp |
| Annual return | 22.93% | 18.57%+4.4pp | 31.81%-8.9pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,121 | $3,081+33.7% | $4,048+1.8% | $4,139-0.4% |
| Admin fee / account holder | $435 | $6,500-93.3% | $8,703-95.0% | $7,234-94.0% |