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 | $14,645 | $74,927-80.5% | $101,794-85.6% | $84,808-82.7% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.2%+2.8pp | 68.3%+3.7pp |
| Annual return | 48.52% | 18.70%+29.8pp | 30.53%+18.0pp | 40.90%+7.6pp |
| Employer contribution / active EE | $69 | $1,522-95.5% | $2,289-97.0% | $2,631-97.4% |
| Participant deferral / active EE | $2,951 | $3,099-4.8% | $4,084-27.7% | $4,212-29.9% |
| Admin fee / account holder | $1,991 | $6,514-69.4% | $8,777-77.3% | $7,344-72.9% |