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 5-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 | $2,095 | $54,705-96.2% | $71,209-97.1% | $84,808-97.5% |
| Participation rate | 79.4% | 64.1%+15.3pp | 73.8%+5.7pp | 68.3%+11.1pp |
| Annual return | 14.70% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $660 | $3,030-78.2% | $4,175-84.2% | $4,212-84.3% |
| Admin fee / account holder | $499 | $4,863-89.7% | $5,349-90.7% | $7,344-93.2% |