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 6-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 | $15,533 | $64,707-76.0% | $112,228-86.2% | $68,494-77.3% |
| Participation rate | 71.9% | 67.2%+4.7pp | 75.1%-3.2pp | 67.9%+4.0pp |
| Annual return | -19.09% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $377 | $2,746-86.3% | $3,635-89.6% | $2,596-85.5% |
| Participant deferral / active EE | $4,038 | $3,565+13.3% | $4,728-14.6% | $4,027+0.3% |
| Admin fee / account holder | $910 | $5,232-82.6% | $6,410-85.8% | $5,403-83.2% |