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 | $20,520 | $123,793-83.4% | $177,821-88.5% | $79,858-74.3% |
| Participation rate | 91.6% | 84.7%+6.9pp | 87.7%+3.8pp | 69.6%+21.9pp |
| Annual return | 69.93% | 22.82%+47.1pp | 48.32%+21.6pp | 31.71%+38.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,713 | $5,956+12.7% | $7,714-13.0% | $3,740+79.5% |
| Admin fee / account holder | $1,119 | $7,243-84.5% | $12,427-91.0% | $5,306-78.9% |