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 | $2,812 | $60,124-95.3% | $90,404-96.9% | $79,858-96.5% |
| Participation rate | 75.5% | 65.0%+10.5pp | 72.7%+2.8pp | 69.6%+5.8pp |
| Annual return | 18.12% | 71.94%-53.8pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,396 | $2,938-52.5% | $3,963-64.8% | $3,740-62.7% |
| Admin fee / account holder | $815 | $3,976-79.5% | $5,611-85.5% | $5,306-84.6% |