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 | $12,544 | $62,586-80.0% | $76,768-83.7% | $64,186-80.5% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | 6.50% | -1.95%+8.4pp | 2.43%+4.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,657 | $3,145-15.5% | $3,852-31.0% | $3,470-23.4% |
| Admin fee / account holder | $730 | $4,667-84.4% | $6,675-89.1% | $4,888-85.1% |