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 8-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 | $18,707 | $77,503-75.9% | $100,391-81.4% | $80,856-76.9% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.5%+6.8pp | 67.6%+20.6pp |
| Annual return | 15.53% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,108 | $6,820-25.1% | $8,082-36.8% | $4,296+18.9% |
| Admin fee / account holder | $1,355 | $5,897-77.0% | $7,899-82.8% | $6,918-80.4% |