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 | $17,955 | $58,828-69.5% | $77,999-77.0% | $62,891-71.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.57% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $287 | $1,672-82.8% | $2,470-88.4% | $2,281-87.4% |
| Participant deferral / active EE | $2,873 | $2,686+7.0% | $3,497-17.9% | $3,203-10.3% |
| Admin fee / account holder | $441 | $4,393-90.0% | $5,480-92.0% | $4,296-89.7% |