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 10-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 | $11,833 | $77,634-84.8% | $156,549-92.4% | $62,891-81.2% |
| Participation rate | 73.1% | 71.2%+1.9pp | 84.0%-10.9pp | 69.3%+3.8pp |
| Annual return | 6.55% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $274 | $3,444-92.0% | $5,501-95.0% | $2,281-88.0% |
| Participant deferral / active EE | $2,084 | $3,045-31.6% | $4,871-57.2% | $3,203-34.9% |
| Admin fee / account holder | $1,278 | $5,561-77.0% | $13,027-90.2% | $4,296-70.3% |