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 | $10,431 | $77,813-86.6% | $123,544-91.6% | $64,186-83.7% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.3%+2.0pp | 69.6%+14.8pp |
| Annual return | -1.98% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,771 | $5,240+29.2% | $6,426+5.4% | $3,470+95.1% |
| Admin fee / account holder | $449 | $5,519-91.9% | $9,284-95.2% | $4,888-90.8% |