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 | $92,560 | $174,892-47.1% | $135,584-31.7% | $357,791-74.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 74.9%+25.1pp | 85.6%+14.4pp |
| Annual return | 7.47% | -8.84%+16.3pp | -6.29%+13.8pp | 396.79%-389.3pp |
| Employer contribution / active EE | $1,331 | $4,063-67.3% | $2,978-55.3% | $7,508-82.3% |
| Participant deferral / active EE | $0 | $4,096-100.0% | $3,505-100.0% | $5,521-100.0% |
| Admin fee / account holder | $395 | $8,977-95.6% | $7,720-94.9% | $28,387-98.6% |