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 | $3,901 | $60,022-93.5% | $88,946-95.6% | $84,808-95.4% |
| Participation rate | 89.5% | 57.8%+31.6pp | 68.8%+20.6pp | 68.3%+21.2pp |
| Annual return | 26.23% | 22.43%+3.8pp | 57.82%-31.6pp | 40.90%-14.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,652 | $3,114-46.9% | $4,581-63.9% | $4,212-60.8% |
| Admin fee / account holder | $471 | $4,811-90.2% | $8,261-94.3% | $7,344-93.6% |