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 | $8,944 | $58,577-84.7% | $83,333-89.3% | $64,186-86.1% |
| Participation rate | 90.8% | 72.0%+18.8pp | 77.8%+13.0pp | 69.6%+21.2pp |
| Annual return | 179.61% | 9.65%+170.0pp | 10.63%+169.0pp | 7.63%+172.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,424 | $4,654+38.0% | $5,565+15.4% | $3,470+85.2% |
| Admin fee / account holder | $404 | $9,275-95.6% | $7,510-94.6% | $4,888-91.7% |