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 | $1,284 | $39,019-96.7% | $80,716-98.4% | $85,850-98.5% |
| Participation rate | 97.0% | 41.5%+55.4pp | 54.2%+42.8pp | 69.3%+27.7pp |
| Annual return | 12.45% | 26.27%-13.8pp | 87.28%-74.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $65 | $722-91.1% | $1,160-94.4% | $2,565-97.5% |
| Participant deferral / active EE | $417 | $1,326-68.6% | $2,146-80.6% | $3,952-89.5% |
| Admin fee / account holder | $698 | $2,431-71.3% | $3,380-79.3% | $6,260-88.8% |