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 | $11,186 | $110,094-89.8% | $151,611-92.6% | $68,494-83.7% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -10.88% | -10.12%-0.8pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,777 | $6,527+49.8% | $8,363+16.9% | $4,027+142.8% |
| Admin fee / account holder | $3,468 | $7,719-55.1% | $11,616-70.1% | $5,403-35.8% |