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 | $13,456 | $105,630-87.3% | $87,507-84.6% | $273,961-95.1% |
| Participation rate | 84.6% | 78.2%+6.4pp | 73.8%+10.8pp | 83.0%+1.6pp |
| Annual return | 20.63% | 12.25%+8.4pp | 12.21%+8.4pp | 41.45%-20.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,406 | $3,601+50.1% | $3,149+71.7% | $5,287+2.2% |
| Admin fee / account holder | $1,764 | $4,781-63.1% | $4,221-58.2% | $10,132-82.6% |