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 | $10,256 | $60,124-82.9% | $90,404-88.7% | $79,858-87.2% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 20.09% | 71.94%-51.9pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $8 | $2,068-99.6% | $3,262-99.7% | $2,471-99.7% |
| Participant deferral / active EE | $2,326 | $2,938-20.8% | $3,963-41.3% | $3,740-37.8% |
| Admin fee / account holder | $1,235 | $3,976-68.9% | $5,611-78.0% | $5,306-76.7% |