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 | $14,329 | $105,630-86.4% | $87,507-83.6% | $273,961-94.8% |
| Participation rate | 77.8% | 78.2%-0.4pp | 73.8%+3.9pp | 83.0%-5.2pp |
| Annual return | 5.28% | 12.25%-7.0pp | 12.21%-6.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,763 | $3,601-51.0% | $3,149-44.0% | $5,287-66.7% |
| Admin fee / account holder | $687 | $4,781-85.6% | $4,221-83.7% | $10,132-93.2% |