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 | $19,534 | $69,977-72.1% | $108,579-82.0% | $62,891-68.9% |
| Participation rate | 70.7% | 72.9%-2.2pp | 79.6%-8.9pp | 69.3%+1.4pp |
| Annual return | 5.90% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $172 | $2,135-91.9% | $3,758-95.4% | $2,281-92.4% |
| Participant deferral / active EE | $2,206 | $3,165-30.3% | $4,311-48.8% | $3,203-31.1% |
| Admin fee / account holder | $1,309 | $5,076-74.2% | $7,645-82.9% | $4,296-69.5% |