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 6-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 | $34,367 | $138,347-75.2% | $184,203-81.3% | $80,856-57.5% |
| Participation rate | 84.4% | 83.9%+0.5pp | 86.8%-2.4pp | 67.6%+16.7pp |
| Annual return | 14.57% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $424 | $4,850-91.3% | $6,427-93.4% | $2,755-84.6% |
| Participant deferral / active EE | $5,577 | $7,071-21.1% | $9,131-38.9% | $4,296+29.8% |
| Admin fee / account holder | $636 | $10,483-93.9% | $13,901-95.4% | $6,918-90.8% |