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 6-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 | $3,545 | $77,314-95.4% | $177,989-98.0% | $80,856-95.6% |
| Participation rate | 85.5% | 65.7%+19.8pp | 77.1%+8.4pp | 67.6%+17.8pp |
| Annual return | 12.11% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,037 | $4,411-53.8% | $6,276-67.5% | $4,296-52.6% |
| Admin fee / account holder | $2,609 | $7,191-63.7% | $10,363-74.8% | $6,918-62.3% |