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 8-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 | $6,841 | $57,354-88.1% | $83,848-91.8% | $64,186-89.3% |
| Participation rate | 81.8% | 68.6%+13.2pp | 76.1%+5.7pp | 69.6%+12.2pp |
| Annual return | 68.01% | 11.38%+56.6pp | 850.88%-782.9pp | 7.63%+60.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,822 | $2,993-39.1% | $4,082-55.4% | $3,470-47.5% |
| Admin fee / account holder | $468 | $4,046-88.4% | $5,478-91.5% | $4,888-90.4% |