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 9-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 | $91,029 | $179,235-49.2% | $161,646-43.7% | $254,542-64.2% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.5%+84.5pp | 47.4%+52.6pp |
| Annual return | 52.85% | 12.78%+40.1pp | 12.93%+39.9pp | 12.16%+40.7pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $4,135 | $435+850.9% | $458+803.8% | $170+2327.6% |
| Admin fee / account holder | $307 | $5,275-94.2% | $4,659-93.4% | $17,640-98.3% |