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 | $68,719-90.8% | $91,541-93.1% | $84,808-92.5% |
| Participation rate | 77.1% | 64.5%+12.6pp | 69.8%+7.4pp | 68.3%+8.8pp |
| Annual return | 51.69% | 19.12%+32.6pp | 20.50%+31.2pp | 40.90%+10.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,885 | $3,136-39.9% | $4,008-53.0% | $4,212-55.2% |
| Admin fee / account holder | $536 | $5,786-90.7% | $6,956-92.3% | $7,344-92.7% |