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 | $20,901 | $58,320-64.2% | $86,436-75.8% | $66,914-68.8% |
| Participation rate | 97.9% | 78.6%+19.3pp | 80.3%+17.5pp | 69.8%+28.1pp |
| Annual return | -6.08% | -9.71%+3.6pp | 4394.89%-4401.0pp | 1.58%-7.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,939 | $6,899+58.6% | $6,952+57.4% | $4,237+158.2% |
| Admin fee / account holder | $1,070 | $546+96.1% | $6,731-84.1% | $593+80.4% |