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 | $5,776 | $73,787-92.2% | $98,716-94.1% | $82,448-93.0% |
| Participation rate | 89.7% | 61.4%+28.2pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 19.98% | 18.57%+1.4pp | 31.81%-11.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,978 | $3,081+29.1% | $4,048-1.7% | $4,139-3.9% |
| Admin fee / account holder | $536 | $6,500-91.7% | $8,703-93.8% | $7,234-92.6% |