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 | $8,058 | $76,000-89.4% | $154,107-94.8% | $64,186-87.4% |
| Participation rate | 93.2% | 70.4%+22.8pp | 83.0%+10.2pp | 69.6%+23.7pp |
| Annual return | -5.85% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $104 | $3,351-96.9% | $5,298-98.0% | $2,381-95.6% |
| Participant deferral / active EE | $2,315 | $3,175-27.1% | $5,081-54.4% | $3,470-33.3% |
| Admin fee / account holder | $426 | $5,596-92.4% | $13,411-96.8% | $4,888-91.3% |