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 | $381 | $76,738-99.5% | $56,411-99.3% | $145,922-99.7% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 7.49% | 2994.23%-2986.7pp | 1701.33%-1693.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $651 | $2,623-75.2% | $1,952-66.7% | $6,688-90.3% |
| Admin fee / account holder | $784 | $3,334-76.5% | $2,829-72.3% | $13,397-94.1% |