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 | $9,821 | $53,127-81.5% | $86,590-88.7% | $70,131-86.0% |
| Participation rate | 79.5% | 65.3%+14.2pp | 73.5%+5.9pp | 69.5%+9.9pp |
| Annual return | 18.79% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,615 | $2,696-3.0% | $3,609-27.5% | $3,332-21.5% |
| Admin fee / account holder | $853 | $3,585-76.2% | $4,906-82.6% | $4,645-81.6% |