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 7-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 | $8,802 | $72,277-87.8% | $101,248-91.3% | $79,858-89.0% |
| Participation rate | 79.7% | 68.5%+11.2pp | 75.8%+3.9pp | 69.6%+10.0pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $406 | $2,692-84.9% | $3,660-88.9% | $2,471-83.6% |
| Participant deferral / active EE | $6,186 | $3,282+88.5% | $4,370+41.6% | $3,740+65.4% |
| Admin fee / account holder | $471 | $4,400-89.3% | $5,945-92.1% | $5,306-91.1% |