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 5-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 | $11,283 | $165,912-93.2% | $122,332-90.8% | $147,584-92.4% |
| Participation rate | 82.6% | 79.6%+3.0pp | 71.6%+11.0pp | 82.8%-0.2pp |
| Annual return | 11.71% | 34.55%-22.8pp | 30.27%-18.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $353 | $4,005-91.2% | $3,287-89.3% | $5,439-93.5% |
| Admin fee / account holder | $738 | $7,424-90.1% | $5,478-86.5% | $10,885-93.2% |