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 | $31,143 | $94,529-67.1% | $140,016-77.8% | $64,186-51.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.26% | 7.77%-13.0pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $924 | $3,812-75.8% | $5,606-83.5% | $2,381-61.2% |
| Participant deferral / active EE | $3,109 | $5,250-40.8% | $6,927-55.1% | $3,470-10.4% |
| Admin fee / account holder | $3,426 | $6,741-49.2% | $10,705-68.0% | $4,888-29.9% |