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 3-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 | $6,342 | $95,453-93.4% | $112,040-94.3% | $82,448-92.3% |
| Participation rate | 71.0% | 72.8%-1.8pp | 76.5%-5.5pp | 68.1%+2.9pp |
| Annual return | 79.17% | 23.92%+55.2pp | 24.52%+54.6pp | 41.64%+37.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,077 | $4,224-50.8% | $5,098-59.3% | $4,139-49.8% |
| Admin fee / account holder | $1,378 | $9,013-84.7% | $12,098-88.6% | $7,234-81.0% |