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 10-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 | $6,391 | $84,233-92.4% | $170,442-96.3% | $70,131-90.9% |
| Participation rate | 97.0% | 70.8%+26.2pp | 83.6%+13.4pp | 69.5%+27.5pp |
| Annual return | 33.80% | 23.06%+10.7pp | 205.93%-172.1pp | 73.14%-39.3pp |
| Employer contribution / active EE | $258 | $3,387-92.4% | $5,433-95.2% | $2,342-89.0% |
| Participant deferral / active EE | $2,553 | $3,086-17.3% | $4,939-48.3% | $3,332-23.4% |
| Admin fee / account holder | $491 | $5,698-91.4% | $13,880-96.5% | $4,645-89.4% |