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 | $109,881-88.7% | $150,045-91.7% | $84,808-85.3% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 22.12% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,419 | $6,636-48.5% | $7,997-57.3% | $4,212-18.8% |
| Admin fee / account holder | $327 | $8,568-96.2% | $13,435-97.6% | $7,344-95.6% |