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 | $14,498 | $54,541-73.4% | $78,778-81.6% | $70,131-79.3% |
| Participation rate | 83.0% | 60.8%+22.2pp | 69.2%+13.8pp | 69.5%+13.5pp |
| Annual return | 14.89% | 21.07%-6.2pp | 35.62%-20.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,035 | $2,210-7.9% | $2,958-31.2% | $3,332-38.9% |
| Admin fee / account holder | $1,512 | $3,709-59.2% | $5,134-70.6% | $4,645-67.5% |