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 | $3,236 | $58,523-94.5% | $99,443-96.7% | $72,985-95.6% |
| Participation rate | 89.1% | 64.6%+24.5pp | 73.8%+15.3pp | 69.5%+19.6pp |
| Annual return | 43.68% | 28.51%+15.2pp | 30.72%+13.0pp | 81.00%-37.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,024 | $2,606+16.0% | $3,619-16.4% | $3,607-16.2% |
| Admin fee / account holder | $324 | $4,102-92.1% | $6,250-94.8% | $5,124-93.7% |