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 7-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 | $12,928 | $98,750-86.9% | $149,696-91.4% | $79,858-83.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 21.85% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $4 | $3,216-99.9% | $4,644-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $5,033 | $5,680-11.4% | $6,842-26.4% | $3,740+34.6% |
| Admin fee / account holder | $2,810 | $6,053-53.6% | $9,309-69.8% | $5,306-47.1% |