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 | $15,721 | $56,897-72.4% | $84,750-81.4% | $62,891-75.0% |
| Participation rate | 92.5% | 68.5%+24.0pp | 76.6%+15.9pp | 69.3%+23.2pp |
| Annual return | 6.52% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $203 | $2,400-91.5% | $3,574-94.3% | $2,281-91.1% |
| Participant deferral / active EE | $2,031 | $2,709-25.0% | $3,712-45.3% | $3,203-36.6% |
| Admin fee / account holder | $370 | $3,581-89.7% | $5,332-93.1% | $4,296-91.4% |