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 | $8,181 | $94,529-91.3% | $140,016-94.2% | $64,186-87.3% |
| Participation rate | 82.1% | 84.1%-2.0pp | 87.5%-5.4pp | 69.6%+12.5pp |
| Annual return | 65.42% | 7.77%+57.7pp | 651.12%-585.7pp | 7.63%+57.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,235 | $5,250-0.3% | $6,927-24.4% | $3,470+50.9% |
| Admin fee / account holder | $370 | $6,741-94.5% | $10,705-96.5% | $4,888-92.4% |