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 | $7,967 | $91,190-91.3% | $178,490-95.5% | $79,858-90.0% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 16.28% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $299 | $3,256-90.8% | $5,011-94.0% | $2,471-87.9% |
| Participant deferral / active EE | $1,726 | $3,236-46.7% | $5,202-66.8% | $3,740-53.9% |
| Admin fee / account holder | $438 | $6,751-93.5% | $13,984-96.9% | $5,306-91.7% |