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 7-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 | $12,941 | $110,094-88.2% | $151,611-91.5% | $68,494-81.1% |
| Participation rate | 95.3% | 84.0%+11.4pp | 87.5%+7.9pp | 67.9%+27.5pp |
| Annual return | 2.88% | -10.12%+13.0pp | 3.33%-0.5pp | -7.84%+10.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,534 | $6,527+30.7% | $8,363+2.0% | $4,027+111.9% |
| Admin fee / account holder | $3,110 | $7,719-59.7% | $11,616-73.2% | $5,403-42.4% |