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 | $5,970 | $135,952-95.6% | $123,892-95.2% | $273,961-97.8% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 109.08% | 56.63%+52.5pp | 47.52%+61.6pp | 41.45%+67.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,565 | $6,343-43.8% | $5,984-40.4% | $5,287-32.6% |
| Admin fee / account holder | $428 | $9,817-95.6% | $8,357-94.9% | $10,132-95.8% |