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 9-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 | $13,003 | $53,777-75.8% | $134,143-90.3% | $79,858-83.7% |
| Participation rate | 93.3% | 58.8%+34.6pp | 72.2%+21.2pp | 69.6%+23.7pp |
| Annual return | 16.08% | 19.01%-2.9pp | 36.33%-20.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,291 | $2,420+77.3% | $3,499+22.7% | $3,740+14.7% |
| Admin fee / account holder | $4,081 | $3,984+2.4% | $6,684-39.0% | $5,306-23.1% |