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 3-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 | $9,519 | $77,503-87.7% | $100,391-90.5% | $80,856-88.2% |
| Participation rate | 76.0% | 76.9%-0.9pp | 81.5%-5.5pp | 67.6%+8.4pp |
| Annual return | 65.63% | 37.20%+28.4pp | 49.20%+16.4pp | 35.59%+30.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,850 | $6,820-14.2% | $8,082-27.6% | $4,296+36.2% |
| Admin fee / account holder | $959 | $5,897-83.7% | $7,899-87.9% | $6,918-86.1% |