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 6-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 | $31,263 | $79,428-60.6% | $106,548-70.7% | $79,386-60.6% |
| Participation rate | 78.4% | 74.1%+4.3pp | 76.1%+2.3pp | 70.7%+7.7pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,024 | $3,823-20.9% | $4,398-31.2% | $4,046-25.3% |
| Admin fee / account holder | $1,243 | $523+137.6% | $7,407-83.2% | $626+98.4% |