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 | $9,045 | $78,926-88.5% | $136,749-93.4% | $84,808-89.3% |
| Participation rate | 89.6% | 62.2%+27.4pp | 72.1%+17.4pp | 68.3%+21.3pp |
| Annual return | 78.37% | 18.17%+60.2pp | 24.33%+54.0pp | 40.90%+37.5pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,786 | $3,168-43.6% | $4,692-61.9% | $4,212-57.6% |
| Admin fee / account holder | $481 | $6,369-92.4% | $11,386-95.8% | $7,344-93.4% |