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.
See 1 actuary disclosure. $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 | $5,660 | $224,372-97.5% | $219,333-97.4% | $222,458-97.5% |
| Participation rate | 93.8% | 47.3%+46.5pp | 42.3%+51.5pp | 48.7%+45.1pp |
| Annual return | -0.57% | -2.14%+1.6pp | -2.00%+1.4pp | -2.16%+1.6pp |
| Employer contribution / active EE | $6,857 | $37,316-81.6% | $34,470-80.1% | $42,957-84.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $758 | $5,081-85.1% | $5,362-85.9% | $12,572-94.0% |