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 8-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 | $13,571 | $89,355-84.8% | $141,162-90.4% | $72,985-81.4% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.8pp | 69.5%+19.7pp |
| Annual return | 39.54% | 111.85%-72.3pp | 71.39%-31.9pp | 81.00%-41.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,438 | $5,418+18.8% | $6,709-4.0% | $3,607+78.5% |
| Admin fee / account holder | $613 | $5,958-89.7% | $10,261-94.0% | $5,124-88.0% |