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 10-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 | $14,715 | $144,119-89.8% | $117,854-87.5% | $147,584-90.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 17.30% | 531.15%-513.8pp | 335.08%-317.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $252 | $4,896-94.8% | $3,786-93.3% | $4,876-94.8% |
| Participant deferral / active EE | $2,157 | $5,316-59.4% | $4,482-51.9% | $5,439-60.3% |
| Admin fee / account holder | $572 | $10,886-94.7% | $8,020-92.9% | $10,885-94.7% |