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 | $23,521 | $45,108-47.9% | $436,953-94.6% | $105,125-77.6% |
| Participation rate | 100.0% | 41.3%+58.7pp | 44.2%+55.8pp | 14.6%+85.4pp |
| Annual return | 21.63% | -2.89%+24.5pp | -102.03%+123.7pp | 10.56%+11.1pp |
| Employer contribution / active EE | $556 | $14,715-96.2% | $36,229-98.5% | $13,643-95.9% |
| Participant deferral / active EE | $1,159 | $46+2430.8% | $48+2325.8% | $62+1765.7% |
| Admin fee / account holder | $6,772 | $2,952+129.4% | $12,721-46.8% | $3,354+101.9% |