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 3-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 | $6,037 | $57,590-89.5% | $86,233-93.0% | $82,448-92.7% |
| Participation rate | 73.5% | 57.9%+15.7pp | 69.0%+4.5pp | 68.1%+5.5pp |
| Annual return | 19.70% | 22.41%-2.7pp | 61.39%-41.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,093 | $3,080-32.0% | $4,559-54.1% | $4,139-49.4% |
| Admin fee / account holder | $1,563 | $4,730-67.0% | $8,342-81.3% | $7,234-78.4% |