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 | $15,420 | $56,357-72.6% | $104,294-85.2% | $68,494-77.5% |
| Participation rate | 84.4% | 63.3%+21.2pp | 73.3%+11.2pp | 67.9%+16.6pp |
| Annual return | -17.55% | -9.19%-8.4pp | 24.61%-42.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $323 | $1,960-83.5% | $3,372-90.4% | $2,596-87.6% |
| Participant deferral / active EE | $1,580 | $3,077-48.6% | $4,625-65.8% | $4,027-60.8% |
| Admin fee / account holder | $671 | $4,903-86.3% | $7,339-90.9% | $5,403-87.6% |