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 | $15,224 | $80,753-81.1% | $136,294-88.8% | $62,292-75.6% |
| Participation rate | 82.1% | 73.5%+8.6pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 35.82% | 35.83%0pp | 5155.94%-5120.1pp | 28.90%+6.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,456 | $5,164+5.6% | $6,247-12.7% | $3,169+72.1% |
| Admin fee / account holder | $1,730 | $525+229.3% | $9,243-81.3% | $479+260.9% |