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 | $12,491 | $68,346-81.7% | $94,646-86.8% | $75,163-83.4% |
| Participation rate | 85.7% | 76.1%+9.6pp | 80.8%+4.9pp | 67.2%+18.5pp |
| Annual return | 165.17% | 616.93%-451.8pp | 156.71%+8.5pp | 160.62%+4.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,033 | $6,537-23.0% | $7,418-32.2% | $4,125+22.0% |
| Admin fee / account holder | $529 | $5,326-90.1% | $7,231-92.7% | $5,651-90.6% |