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 3-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 | $8,878 | $81,460-89.1% | $103,333-91.4% | $80,856-89.0% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 58.32% | 25.55%+32.8pp | 24.88%+33.4pp | 35.59%+22.7pp |
| Employer contribution / active EE | $783 | $3,105-74.8% | $3,868-79.8% | $2,755-71.6% |
| Participant deferral / active EE | $4,870 | $3,869+25.9% | $5,057-3.7% | $4,296+13.4% |
| Admin fee / account holder | $370 | $6,566-94.4% | $8,355-95.6% | $6,918-94.6% |