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 | $25,926 | $58,773-55.9% | $170,148-84.8% | $58,773-55.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 83.3%+16.7pp | 64.8%+35.2pp |
| Annual return | 0.26% | -8.84%+9.1pp | -15.63%+15.9pp | -8.84%+9.1pp |
| Employer contribution / active EE | $983 | $2,445-59.8% | $39,330-97.5% | $2,445-59.8% |
| Participant deferral / active EE | $0 | $2,952-100.0% | $5,444-100.0% | $2,952-100.0% |
| Admin fee / account holder | $3,163 | $6,755-53.2% | $21,191-85.1% | $6,755-53.2% |