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 9-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 | $20,657 | $78,422-73.7% | $95,952-78.5% | $79,858-74.1% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 21.91% | 19.37%+2.5pp | 91.61%-69.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,960 | $3,440+160.5% | $4,167+115.0% | $3,740+139.6% |
| Admin fee / account holder | $1,153 | $5,622-79.5% | $6,795-83.0% | $5,306-78.3% |