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 8-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 | $4,821 | $43,327-88.9% | $59,878-91.9% | $64,186-92.5% |
| Participation rate | 90.3% | 69.2%+21.2pp | 74.7%+15.6pp | 69.6%+20.8pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $260 | $2,028-87.2% | $2,722-90.4% | $2,381-89.1% |
| Participant deferral / active EE | $934 | $2,546-63.3% | $3,402-72.6% | $3,470-73.1% |
| Admin fee / account holder | $2,807 | $3,005-6.6% | $3,590-21.8% | $4,888-42.6% |