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 | $5,664 | $72,114-92.1% | $108,745-94.8% | $62,891-91.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 6.04% | 13.41%-7.4pp | 46.22%-40.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $132 | $2,694-95.1% | $3,323-96.0% | $2,281-94.2% |
| Participant deferral / active EE | $1,856 | $4,044-54.1% | $5,121-63.8% | $3,203-42.1% |
| Admin fee / account holder | $892 | $4,608-80.6% | $6,144-85.5% | $4,296-79.2% |