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 | $4,078 | $76,552-94.7% | $123,892-96.7% | $62,891-93.5% |
| Participation rate | 71.9% | 73.0%-1.1pp | 81.4%-9.5pp | 69.3%+2.6pp |
| Annual return | 11.19% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,405 | $4,840-29.6% | $5,984-43.1% | $3,203+6.3% |
| Admin fee / account holder | $1,493 | $4,826-69.1% | $8,357-82.1% | $4,296-65.2% |