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 4-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 | $11,889 | $68,346-82.6% | $94,646-87.4% | $75,163-84.2% |
| Participation rate | 73.5% | 76.1%-2.6pp | 80.8%-7.3pp | 67.2%+6.3pp |
| Annual return | 29.15% | 616.93%-587.8pp | 156.71%-127.6pp | 160.62%-131.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,840 | $6,537-10.7% | $7,418-21.3% | $4,125+41.6% |
| Admin fee / account holder | $1,390 | $5,326-73.9% | $7,231-80.8% | $5,651-75.4% |