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 | $6,049 | $51,576-88.3% | $129,207-95.3% | $80,856-92.5% |
| Participation rate | 77.5% | 57.0%+20.5pp | 69.6%+7.9pp | 67.6%+9.9pp |
| Annual return | 15.47% | 20.81%-5.3pp | 9417.33%-9401.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,835 | $2,669+81.2% | $4,168+16.0% | $4,296+12.6% |
| Admin fee / account holder | $870 | $4,305-79.8% | $7,715-88.7% | $6,918-87.4% |