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 | $24,544 | $110,094-77.7% | $151,611-83.8% | $68,494-64.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -9.56% | -10.12%+0.6pp | 3.33%-12.9pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,171 | $4,471-73.8% | $6,166-81.0% | $2,596-54.9% |
| Participant deferral / active EE | $3,226 | $6,527-50.6% | $8,363-61.4% | $4,027-19.9% |
| Admin fee / account holder | $1,434 | $7,719-81.4% | $11,616-87.7% | $5,403-73.5% |