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 5-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 | $6,804 | $59,107-88.5% | $86,436-92.1% | $68,494-90.1% |
| Participation rate | 76.0% | 75.2%+0.8pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | 6.73% | -0.23%+7.0pp | 4394.89%-4388.2pp | -7.84%+14.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,971 | $5,901-32.7% | $6,952-42.9% | $4,027-1.4% |
| Admin fee / account holder | $468 | $5,637-91.7% | $6,731-93.0% | $5,403-91.3% |