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 | $9,508 | $77,899-87.8% | $149,673-93.6% | $75,163-87.3% |
| Participation rate | 91.5% | 65.6%+26.0pp | 78.8%+12.8pp | 67.2%+24.4pp |
| Annual return | 34.69% | 31.72%+3.0pp | 134.42%-99.7pp | 160.62%-125.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,185 | $3,411+22.7% | $5,680-26.3% | $4,125+1.4% |
| Admin fee / account holder | $661 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |