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 | $2,683 | $51,175-94.8% | $70,515-96.2% | $75,163-96.4% |
| Participation rate | 87.8% | 60.9%+26.9pp | 68.3%+19.5pp | 67.2%+20.6pp |
| Annual return | 17.68% | 30.02%-12.3pp | 32.77%-15.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,525 | $2,849-11.4% | $4,567-44.7% | $4,125-38.8% |
| Admin fee / account holder | $554 | $4,091-86.5% | $6,412-91.4% | $5,651-90.2% |