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 | $1,686 | $107,452-98.4% | $91,541-98.2% | $142,382-98.8% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 15.20% | 22.06%-6.9pp | 20.50%-5.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,539 | $4,754-67.6% | $4,008-61.6% | $6,507-76.3% |
| Admin fee / account holder | $702 | $8,834-92.1% | $6,956-89.9% | $12,624-94.4% |