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 | $14,673 | $59,107-75.2% | $86,436-83.0% | $68,494-78.6% |
| Participation rate | 85.0% | 75.2%+9.8pp | 80.3%+4.7pp | 67.9%+17.1pp |
| Annual return | -15.10% | -0.23%-14.9pp | 4394.89%-4410.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,639 | $5,901+29.4% | $6,952+9.9% | $4,027+89.7% |
| Admin fee / account holder | $1,795 | $5,637-68.2% | $6,731-73.3% | $5,403-66.8% |