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 | $7,228 | $82,664-91.3% | $125,339-94.2% | $68,494-89.4% |
| Participation rate | 86.0% | 75.0%+11.0pp | 82.4%+3.6pp | 67.9%+18.1pp |
| Annual return | 10.25% | -5.97%+16.2pp | 572.05%-561.8pp | -7.84%+18.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,339 | $6,110-12.6% | $7,446-28.3% | $4,027+32.6% |
| Admin fee / account holder | $546 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |