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 | $5,098 | $91,190-94.4% | $178,490-97.1% | $79,858-93.6% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 21.26% | 24.19%-2.9pp | 151.07%-129.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $364 | $3,256-88.8% | $5,011-92.7% | $2,471-85.3% |
| Participant deferral / active EE | $1,129 | $3,236-65.1% | $5,202-78.3% | $3,740-69.8% |
| Admin fee / account holder | $332 | $6,751-95.1% | $13,984-97.6% | $5,306-93.7% |