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 | $11,860 | $68,346-82.6% | $94,646-87.5% | $75,163-84.2% |
| Participation rate | 86.0% | 76.1%+9.9pp | 80.8%+5.2pp | 67.2%+18.8pp |
| Annual return | 52.20% | 616.93%-564.7pp | 156.71%-104.5pp | 160.62%-108.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,094 | $6,537+39.1% | $7,418+22.6% | $4,125+120.5% |
| Admin fee / account holder | $1,982 | $5,326-62.8% | $7,231-72.6% | $5,651-64.9% |