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 | $7,549 | $74,927-89.9% | $101,794-92.6% | $84,808-91.1% |
| Participation rate | 91.7% | 61.4%+30.3pp | 69.2%+22.5pp | 68.3%+23.4pp |
| Annual return | 18.31% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,434 | $3,099-53.7% | $4,084-64.9% | $4,212-65.9% |
| Admin fee / account holder | $864 | $6,514-86.7% | $8,777-90.2% | $7,344-88.2% |