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 | $2,199 | $51,638-95.7% | $68,368-96.8% | $82,448-97.3% |
| Participation rate | 87.5% | 63.6%+23.9pp | 73.8%+13.7pp | 68.1%+19.4pp |
| Annual return | 16.42% | 37.53%-21.1pp | 292.57%-276.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $154 | $2,047-92.5% | $2,649-94.2% | $2,551-94.0% |
| Participant deferral / active EE | $2,070 | $2,914-29.0% | $4,123-49.8% | $4,139-50.0% |
| Admin fee / account holder | $764 | $4,643-83.5% | $5,150-85.2% | $7,234-89.4% |