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 | $19,677 | $77,523-74.6% | $100,383-80.4% | $80,874-75.7% |
| Participation rate | 97.0% | 77.0%+20.0pp | 81.5%+15.5pp | 67.6%+29.3pp |
| Annual return | 17.88% | 37.21%-19.3pp | 49.26%-31.4pp | 35.62%-17.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,746 | $6,822-1.1% | $8,086-16.6% | $4,297+57.0% |
| Admin fee / account holder | $2,557 | $5,899-56.6% | $7,900-67.6% | $6,935-63.1% |