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.
Participant 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 | $19,899 | $62,586-68.2% | $76,768-74.1% | $64,186-69.0% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $795 | $1,832-56.6% | $2,485-68.0% | $2,381-66.6% |
| Participant deferral / active EE | $552 | $3,145-82.5% | $3,852-85.7% | $3,470-84.1% |
| Admin fee / account holder | $455 | $4,667-90.3% | $6,675-93.2% | $4,888-90.7% |