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 9-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 | $11,181 | $58,577-80.9% | $83,333-86.6% | $64,186-82.6% |
| Participation rate | 96.6% | 72.0%+24.5pp | 77.8%+18.8pp | 69.6%+27.0pp |
| Annual return | 81.10% | 9.65%+71.5pp | 10.63%+70.5pp | 7.63%+73.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,011 | $4,654+136.6% | $5,565+97.9% | $3,470+217.3% |
| Admin fee / account holder | $300 | $9,275-96.8% | $7,510-96.0% | $4,888-93.9% |