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 | $20,888 | $56,199-62.8% | $67,652-69.1% | $59,632-65.0% |
| Participation rate | 94.9% | 71.5%+23.4pp | 75.7%+19.2pp | 68.7%+26.2pp |
| Annual return | 1.44% | 18505.31%-18503.9pp | 6625.04%-6623.6pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,540 | $2,844-45.8% | $3,560-56.7% | $3,192-51.7% |
| Admin fee / account holder | $1,028 | $3,958-74.0% | $4,821-78.7% | $4,297-76.1% |