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 5-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 | $17,588 | $125,758-86.0% | $169,993-89.7% | $75,163-76.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 46.72% | 27.20%+19.5pp | 53.37%-6.7pp | 160.62%-113.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,219 | $6,837+5.6% | $10,408-30.6% | $4,125+75.0% |
| Admin fee / account holder | $2,567 | $8,173-68.6% | $12,815-80.0% | $5,651-54.6% |