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 | $6,515 | $40,256-83.8% | $57,343-88.6% | $59,632-89.1% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 68.7%+23.8pp |
| Annual return | 3.04% | 27.49%-24.4pp | 24.39%-21.3pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $219 | $1,922-88.6% | $2,689-91.8% | $2,203-90.0% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $309 | $2,818-89.0% | $3,356-90.8% | $4,297-92.8% |