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 | $3,106 | $39,122-92.1% | $57,179-94.6% | $62,891-95.1% |
| Participation rate | 87.9% | 70.5%+17.4pp | 75.3%+12.5pp | 69.3%+18.6pp |
| Annual return | 7.39% | 9.23%-1.8pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $89 | $1,874-95.2% | $2,682-96.7% | $2,281-96.1% |
| Participant deferral / active EE | $764 | $2,374-67.8% | $3,096-75.3% | $3,203-76.1% |
| Admin fee / account holder | $1,191 | $2,592-54.0% | $3,139-62.1% | $4,296-72.3% |