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 | $14,258 | $73,004-80.5% | $90,749-84.3% | $68,494-79.2% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -17.52% | -13.81%-3.7pp | -12.16%-5.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $336 | $2,193-84.7% | $2,921-88.5% | $2,596-87.1% |
| Participant deferral / active EE | $1,767 | $3,627-51.3% | $4,564-61.3% | $4,027-56.1% |
| Admin fee / account holder | $378 | $5,896-93.6% | $8,445-95.5% | $5,403-93.0% |