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 | $6,351 | $67,894-90.6% | $89,340-92.9% | $82,448-92.3% |
| Participation rate | 77.1% | 64.0%+13.1pp | 69.6%+7.6pp | 68.1%+9.1pp |
| Annual return | 51.69% | 19.21%+32.5pp | 20.57%+31.1pp | 41.64%+10.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,885 | $3,072-38.6% | $3,823-50.7% | $4,139-54.5% |
| Admin fee / account holder | $536 | $5,723-90.6% | $6,704-92.0% | $7,234-92.6% |