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 | $8,273 | $51,576-84.0% | $129,207-93.6% | $80,856-89.8% |
| Participation rate | 92.2% | 57.0%+35.2pp | 69.6%+22.6pp | 67.6%+24.5pp |
| Annual return | 13.11% | 20.81%-7.7pp | 9417.33%-9404.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,082 | $2,669-22.0% | $4,168-50.0% | $4,296-51.5% |
| Admin fee / account holder | $659 | $4,305-84.7% | $7,715-91.5% | $6,918-90.5% |