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 | $15,323 | $70,475-78.3% | $100,516-84.8% | $79,858-80.8% |
| Participation rate | 77.9% | 73.7%+4.3pp | 79.4%-1.5pp | 69.6%+8.3pp |
| Annual return | 28.17% | 21.90%+6.3pp | 30.89%-2.7pp | 31.71%-3.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,588 | $5,181+46.5% | $6,270+21.0% | $3,740+102.9% |
| Admin fee / account holder | $1,754 | $4,478-60.8% | $8,081-78.3% | $5,306-66.9% |