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 8-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 | $10,611 | $112,881-90.6% | $90,951-88.3% | $158,922-93.3% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 13.55% | 215.79%-202.2pp | 134.60%-121.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $334 | $2,893-88.4% | $2,122-84.2% | $4,761-93.0% |
| Participant deferral / active EE | $2,909 | $4,128-29.5% | $3,373-13.7% | $5,982-51.4% |
| Admin fee / account holder | $848 | $8,041-89.5% | $5,959-85.8% | $11,246-92.5% |