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 | $21,652 | $58,828-63.2% | $77,999-72.2% | $62,891-65.6% |
| Participation rate | 83.6% | 71.1%+12.5pp | 75.5%+8.1pp | 69.3%+14.3pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $254 | $1,672-84.8% | $2,470-89.7% | $2,281-88.9% |
| Participant deferral / active EE | $1,680 | $2,686-37.4% | $3,497-52.0% | $3,203-47.5% |
| Admin fee / account holder | $481 | $4,393-89.0% | $5,480-91.2% | $4,296-88.8% |