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 6-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 | $4,907 | $49,915-90.2% | $154,803-96.8% | $74,304-93.4% |
| Participation rate | 79.0% | 54.0%+25.0pp | 78.1%+0.9pp | 60.3%+18.6pp |
| Annual return | 12.75% | 34.06%-21.3pp | 58.88%-46.1pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $745 | $2,255-66.9% | $5,540-86.5% | $3,767-80.2% |
| Admin fee / account holder | $1,694 | $2,189-22.6% | $14,329-88.2% | $2,969-42.9% |