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 | $10,228 | $185,822-94.5% | $169,993-94.0% | $139,434-92.7% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 29.28% | 60.50%-31.2pp | 53.37%-24.1pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,161 | $7,590-84.7% | $6,785-82.9% | $4,751-75.6% |
| Participant deferral / active EE | $3,914 | $11,622-66.3% | $10,408-62.4% | $6,710-41.7% |
| Admin fee / account holder | $495 | $15,381-96.8% | $12,815-96.1% | $11,403-95.7% |