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 | $11,146 | $72,404-84.6% | $110,238-89.9% | $64,186-82.6% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.3pp |
| Annual return | -2.79% | -6.29%+3.5pp | 314.74%-317.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $393 | $2,282-82.8% | $3,826-89.7% | $2,381-83.5% |
| Participant deferral / active EE | $4,332 | $3,469+24.9% | $4,672-7.3% | $3,470+24.9% |
| Admin fee / account holder | $2,074 | $5,664-63.4% | $8,547-75.7% | $4,888-57.6% |