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 5-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 | $12,467 | $106,749-88.3% | $145,433-91.4% | $82,448-84.9% |
| Participation rate | 87.2% | 75.6%+11.6pp | 82.1%+5.1pp | 68.1%+19.2pp |
| Annual return | 22.12% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,419 | $6,519-47.6% | $7,897-56.7% | $4,139-17.4% |
| Admin fee / account holder | $327 | $8,390-96.1% | $13,129-97.5% | $7,234-95.5% |