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 | $1,560 | $121,625-98.7% | $104,607-98.5% | $158,922-99.0% |
| Participation rate | 94.4% | 77.5%+16.9pp | 74.1%+20.4pp | 82.0%+12.5pp |
| Annual return | 12.45% | 465.26%-452.8pp | 340.46%-328.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $753 | $4,177-82.0% | $3,740-79.9% | $5,982-87.4% |
| Admin fee / account holder | $336 | $7,787-95.7% | $6,473-94.8% | $11,246-97.0% |