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 8-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 | $12,192 | $157,256-92.2% | $141,162-91.4% | $152,861-92.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 24.05% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $892 | $5,261-83.0% | $4,735-81.2% | $4,762-81.3% |
| Participant deferral / active EE | $3,715 | $7,109-47.7% | $6,709-44.6% | $5,850-36.5% |
| Admin fee / account holder | $964 | $12,120-92.0% | $10,261-90.6% | $11,596-91.7% |