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 | $7,088 | $52,519-86.5% | $155,790-95.5% | $59,632-88.1% |
| Participation rate | 98.8% | 61.7%+37.1pp | 76.1%+22.7pp | 68.7%+30.2pp |
| Annual return | 0.70% | 53.51%-52.8pp | 71.54%-70.8pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $196 | $1,589-87.7% | $3,836-94.9% | $2,203-91.1% |
| Participant deferral / active EE | $1,288 | $3,084-58.3% | $4,797-73.2% | $3,192-59.7% |
| Admin fee / account holder | $832 | $3,540-76.5% | $7,478-88.9% | $4,297-80.6% |