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 6-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 | $25,644 | $95,803-73.2% | $113,168-77.3% | $84,808-69.8% |
| Participation rate | 95.7% | 72.9%+22.9pp | 76.6%+19.2pp | 68.3%+27.4pp |
| Annual return | 20.84% | 25.00%-4.2pp | 24.27%-3.4pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,699 | $4,242+81.5% | $5,107+50.8% | $4,212+82.8% |
| Admin fee / account holder | $850 | $8,989-90.5% | $12,068-93.0% | $7,344-88.4% |