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 | $11,492 | $91,552-87.4% | $133,956-91.4% | $79,858-85.6% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.0pp | 69.6%+18.2pp |
| Annual return | 14.09% | 61.85%-47.8pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,455 | $3,733-34.2% | $5,048-51.4% | $3,740-34.3% |
| Admin fee / account holder | $1,545 | $6,321-75.6% | $8,927-82.7% | $5,306-70.9% |