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 10-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 | $4,349 | $58,927-92.6% | $76,817-94.3% | $72,985-94.0% |
| Participation rate | 73.2% | 67.3%+5.8pp | 72.1%+1.1pp | 69.5%+3.7pp |
| Annual return | 18.27% | 2305.64%-2287.4pp | 1166.11%-1147.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,698 | $2,690-36.9% | $3,336-49.1% | $3,607-52.9% |
| Admin fee / account holder | $315 | $4,013-92.2% | $6,420-95.1% | $5,124-93.9% |