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 | $74,927-78.1% | $101,794-83.9% | $84,808-80.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 25.66% | 18.70%+7.0pp | 30.53%-4.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $109 | $1,522-92.9% | $2,289-95.3% | $2,631-95.9% |
| Participant deferral / active EE | $1,333 | $3,099-57.0% | $4,084-67.4% | $4,212-68.4% |
| Admin fee / account holder | $629 | $6,514-90.3% | $8,777-92.8% | $7,344-91.4% |