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 | $5,670 | $60,022-90.6% | $88,946-93.6% | $84,808-93.3% |
| Participation rate | 96.4% | 57.8%+38.6pp | 68.8%+27.6pp | 68.3%+28.1pp |
| Annual return | 19.50% | 22.43%-2.9pp | 57.82%-38.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,370 | $3,114+8.2% | $4,581-26.4% | $4,212-20.0% |
| Admin fee / account holder | $723 | $4,811-85.0% | $8,261-91.3% | $7,344-90.2% |