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 | $3,606 | $95,416-96.2% | $185,823-98.1% | $85,850-95.8% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 18.36% | 23.59%-5.2pp | 122.05%-103.7pp | 318.53%-300.2pp |
| Employer contribution / active EE | $331 | $3,314-90.0% | $5,167-93.6% | $2,565-87.1% |
| Participant deferral / active EE | $1,199 | $3,423-65.0% | $5,568-78.5% | $3,952-69.7% |
| Admin fee / account holder | $317 | $7,213-95.6% | $16,237-98.0% | $6,260-94.9% |