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 | $7,569 | $39,798-81.0% | $67,711-88.8% | $59,632-87.3% |
| Participation rate | 91.5% | 57.4%+34.2pp | 67.5%+24.0pp | 68.7%+22.9pp |
| Annual return | 3.03% | 89.94%-86.9pp | 25.41%-22.4pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,130 | $2,335+34.1% | $3,585-12.7% | $3,192-1.9% |
| Admin fee / account holder | $605 | $3,212-81.2% | $4,255-85.8% | $4,297-85.9% |