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.
See 1 actuary disclosure. $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 | $84,408 | $56,828+48.5% | $476,019-82.3% | $233,076-63.8% |
| Participation rate | 75.0% | 10.9%+64.1pp | 5.3%+69.7pp | 46.4%+28.6pp |
| Annual return | -3.67% | -0.75%-2.9pp | 4.36%-8.0pp | -82.66%+79.0pp |
| Employer contribution / active EE | $2,000 | $45,586-95.6% | $27,383-92.7% | $43,769-95.4% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $6,727 | $6,7270% | $14,020-52.0% | $11,204-40.0% |