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 | $8,511 | $63,355-86.6% | $91,989-90.7% | $72,985-88.3% |
| Participation rate | 82.1% | 72.5%+9.5pp | 78.6%+3.4pp | 69.5%+12.6pp |
| Annual return | 30.09% | 35.35%-5.3pp | 69.02%-38.9pp | 81.00%-50.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,064 | $4,883+3.7% | $5,923-14.5% | $3,607+40.4% |
| Admin fee / account holder | $1,614 | $4,668-65.4% | $7,743-79.2% | $5,124-68.5% |