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 | $22,156 | $91,407-75.8% | $135,903-83.7% | $71,457-69.0% |
| Participation rate | 93.4% | 75.7%+17.7pp | 81.9%+11.5pp | 67.9%+25.5pp |
| Annual return | 30.32% | 29.90%+0.4pp | 68.23%-37.9pp | 28.85%+1.5pp |
| Employer contribution / active EE | $632 | $3,703-82.9% | $4,856-87.0% | $2,588-75.6% |
| Participant deferral / active EE | $4,300 | $7,092-39.4% | $7,758-44.6% | $4,289+0.3% |
| Admin fee / account holder | $753 | $1,266-40.5% | $10,762-93.0% | $1,587-52.6% |