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 | $10,719 | $109,359-90.2% | $162,163-93.4% | $72,985-85.3% |
| Participation rate | 89.4% | 84.3%+5.1pp | 87.6%+1.8pp | 69.5%+19.9pp |
| Annual return | 114.15% | 25.46%+88.7pp | 115.59%-1.4pp | 81.00%+33.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,018 | $5,481+28.0% | $7,298-3.8% | $3,607+94.5% |
| Admin fee / account holder | $961 | $7,972-87.9% | $10,843-91.1% | $5,124-81.2% |