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 | $16,436 | $73,787-77.7% | $98,716-83.3% | $82,448-80.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 25.66% | 18.57%+7.1pp | 31.81%-6.1pp | 41.64%-16.0pp |
| Employer contribution / active EE | $109 | $1,511-92.8% | $2,279-95.2% | $2,551-95.7% |
| Participant deferral / active EE | $1,333 | $3,081-56.8% | $4,048-67.1% | $4,139-67.8% |
| Admin fee / account holder | $629 | $6,500-90.3% | $8,703-92.8% | $7,234-91.3% |