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 8-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 | $15,324 | $103,376-85.2% | $87,100-82.4% | $152,861-90.0% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.9%+14.4pp | 82.4%+8.9pp |
| Annual return | 268.02% | 28.10%+239.9pp | 28.19%+239.8pp | 345.32%-77.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,003 | $4,778+67.5% | $4,049+97.7% | $5,850+36.8% |
| Admin fee / account holder | $542 | $12,205-95.6% | $7,497-92.8% | $11,596-95.3% |