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 | $10,440 | $89,355-88.3% | $141,162-92.6% | $72,985-85.7% |
| Participation rate | 85.1% | 75.1%+10.0pp | 82.5%+2.6pp | 69.5%+15.6pp |
| Annual return | 186.02% | 111.85%+74.2pp | 71.39%+114.6pp | 81.00%+105.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,275 | $5,418+15.8% | $6,709-6.5% | $3,607+73.9% |
| Admin fee / account holder | $560 | $5,958-90.6% | $10,261-94.5% | $5,124-89.1% |