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 | $1,992 | $101,618-98.0% | $93,063-97.9% | $137,256-98.5% |
| Participation rate | 92.9% | 74.9%+17.9pp | 72.1%+20.7pp | 80.0%+12.9pp |
| Annual return | 13.10% | 223.95%-210.8pp | 34.15%-21.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $870 | $4,279-79.7% | $3,958-78.0% | $6,407-86.4% |
| Admin fee / account holder | $919 | $6,198-85.2% | $6,033-84.8% | $12,270-92.5% |