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 4-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 | $4,601 | $48,795-90.6% | $65,493-93.0% | $84,808-94.6% |
| Participation rate | 72.7% | 67.0%+5.7pp | 73.1%-0.4pp | 68.3%+4.4pp |
| Annual return | 22.56% | 20.20%+2.4pp | 982.45%-959.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,241 | $2,928-57.6% | $3,961-68.7% | $4,212-70.5% |
| Admin fee / account holder | $321 | $3,877-91.7% | $5,028-93.6% | $7,344-95.6% |