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 3-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 | $11,524 | $102,317-88.7% | $146,958-92.2% | $80,856-85.7% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 223.32% | 134.76%+88.6pp | 418.34%-195.0pp | 35.59%+187.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,632 | $6,644-30.3% | $8,070-42.6% | $4,296+7.8% |
| Admin fee / account holder | $522 | $7,941-93.4% | $12,998-96.0% | $6,918-92.4% |