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 | $12,290 | $81,900-85.0% | $119,609-89.7% | $68,494-82.1% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | -0.66% | -23.82%+23.2pp | -14.97%+14.3pp | -7.84%+7.2pp |
| Employer contribution / active EE | $513 | $2,693-81.0% | $4,232-87.9% | $2,596-80.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,497 | $6,582-62.1% | $10,323-75.8% | $5,403-53.8% |