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 | $15,906 | $70,475-77.4% | $100,516-84.2% | $79,858-80.1% |
| Participation rate | 80.9% | 73.7%+7.2pp | 79.4%+1.4pp | 69.6%+11.2pp |
| Annual return | 39.04% | 21.90%+17.1pp | 30.89%+8.1pp | 31.71%+7.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,835 | $5,181-6.7% | $6,270-22.9% | $3,740+29.3% |
| Admin fee / account holder | $385 | $4,478-91.4% | $8,081-95.2% | $5,306-92.7% |