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 | $13,768 | $131,829-89.6% | $108,579-87.3% | $273,961-95.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.45% | -91.57%+95.0pp | -51.70%+55.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $490 | $4,912-90.0% | $3,758-87.0% | $4,869-89.9% |
| Participant deferral / active EE | $2,254 | $5,127-56.0% | $4,311-47.7% | $5,287-57.4% |
| Admin fee / account holder | $523 | $10,252-94.9% | $7,645-93.2% | $10,132-94.8% |