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 3-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 | $6,344 | $66,098-90.4% | $101,794-93.8% | $74,304-91.5% |
| Participation rate | 72.9% | 53.8%+19.1pp | 69.2%+3.7pp | 60.3%+12.5pp |
| Annual return | 30.94% | 19.59%+11.4pp | 30.53%+0.4pp | 29.43%+1.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,502 | $2,781-10.0% | $4,084-38.7% | $3,767-33.6% |
| Admin fee / account holder | $758 | $4,146-81.7% | $8,777-91.4% | $2,969-74.5% |