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 5-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 | $12,038 | $109,881-89.0% | $150,045-92.0% | $84,808-85.8% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 20.26% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $595 | $3,561-83.3% | $4,693-87.3% | $2,631-77.4% |
| Participant deferral / active EE | $3,903 | $6,636-41.2% | $7,997-51.2% | $4,212-7.3% |
| Admin fee / account holder | $1,523 | $8,568-82.2% | $13,435-88.7% | $7,344-79.3% |