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 6-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 | $7,195 | $95,416-92.5% | $185,823-96.1% | $85,850-91.6% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 18.17% | 23.59%-5.4pp | 122.05%-103.9pp | 318.53%-300.4pp |
| Employer contribution / active EE | $322 | $3,314-90.3% | $5,167-93.8% | $2,565-87.5% |
| Participant deferral / active EE | $2,059 | $3,423-39.8% | $5,568-63.0% | $3,952-47.9% |
| Admin fee / account holder | $1,167 | $7,213-83.8% | $16,237-92.8% | $6,260-81.4% |