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 6-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 | $1,962 | $73,867-97.3% | $143,757-98.6% | $68,494-97.1% |
| Participation rate | 88.3% | 66.7%+21.6pp | 80.3%+8.0pp | 67.9%+20.4pp |
| Annual return | -15.94% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $963 | $3,384-71.6% | $5,637-82.9% | $4,027-76.1% |
| Admin fee / account holder | $869 | $5,755-84.9% | $14,673-94.1% | $5,403-83.9% |