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 4-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 | $11,475 | $80,968-85.8% | $96,544-88.1% | $75,163-84.7% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 157.28% | 27.06%+130.2pp | 25.84%+131.4pp | 160.62%-3.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,859 | $3,928+100.1% | $4,851+62.0% | $4,125+90.5% |
| Admin fee / account holder | $978 | $6,724-85.5% | $8,252-88.2% | $5,651-82.7% |