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 | $2,443 | $111,754-97.8% | $103,333-97.6% | $145,922-98.3% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.06% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,605 | $5,619-53.6% | $5,057-48.5% | $6,688-61.1% |
| Admin fee / account holder | $1,215 | $9,750-87.5% | $8,355-85.5% | $13,397-90.9% |