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 | $8,001 | $66,402-88.0% | $109,895-92.7% | $85,850-90.7% |
| Participation rate | 96.2% | 63.9%+32.3pp | 74.2%+21.9pp | 69.3%+26.8pp |
| Annual return | 15.62% | 19.59%-4.0pp | 29.45%-13.8pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,390 | $2,842+54.4% | $4,048+8.4% | $3,952+11.1% |
| Admin fee / account holder | $488 | $4,557-89.3% | $6,066-92.0% | $6,260-92.2% |