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 5-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 | $16,402 | $77,503-78.8% | $100,391-83.7% | $80,856-79.7% |
| Participation rate | 76.0% | 76.9%-0.9pp | 81.5%-5.5pp | 67.6%+8.4pp |
| Annual return | 14.36% | 37.20%-22.8pp | 49.20%-34.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,764 | $6,820-44.8% | $8,082-53.4% | $4,296-12.4% |
| Admin fee / account holder | $1,633 | $5,897-72.3% | $7,899-79.3% | $6,918-76.4% |