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 10-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 | $15,478 | $77,503-80.0% | $100,391-84.6% | $80,856-80.9% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.1pp | 67.6%+28.9pp |
| Annual return | 15.75% | 37.20%-21.5pp | 49.20%-33.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,315 | $6,820-51.4% | $8,082-59.0% | $4,296-22.8% |
| Admin fee / account holder | $428 | $5,897-92.7% | $7,899-94.6% | $6,918-93.8% |