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 4-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 | $7,584 | $112,729-93.3% | $98,716-92.3% | $137,256-94.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 19.39% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $24 | $2,725-99.1% | $2,279-99.0% | $4,156-99.4% |
| Participant deferral / active EE | $3,179 | $4,640-31.5% | $4,048-21.5% | $6,407-50.4% |
| Admin fee / account holder | $610 | $10,129-94.0% | $8,703-93.0% | $12,270-95.0% |