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 | $7,537 | $42,894-82.4% | $60,874-87.6% | $68,494-89.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.15% | -13.98%-2.2pp | 16.90%-33.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $281 | $1,978-85.8% | $2,701-89.6% | $2,596-89.2% |
| Participant deferral / active EE | $1,130 | $2,867-60.6% | $3,817-70.4% | $4,027-71.9% |
| Admin fee / account holder | $454 | $3,101-85.4% | $3,224-85.9% | $5,403-91.6% |