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 4-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 | $9,032 | $54,350-83.4% | $82,719-89.1% | $68,494-86.8% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -10.09% | -13.67%+3.6pp | 701.18%-711.3pp | -7.84%-2.2pp |
| Employer contribution / active EE | $237 | $2,218-89.3% | $3,009-92.1% | $2,596-90.9% |
| Participant deferral / active EE | $1,075 | $3,246-66.9% | $4,395-75.5% | $4,027-73.3% |
| Admin fee / account holder | $384 | $4,395-91.3% | $5,329-92.8% | $5,403-92.9% |