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 | $10,225 | $108,919-90.6% | $100,391-89.8% | $145,922-93.0% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 17.21% | 57.88%-40.7pp | 49.20%-32.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $58 | $4,419-98.7% | $3,942-98.5% | $4,660-98.8% |
| Participant deferral / active EE | $4,290 | $8,445-49.2% | $8,082-46.9% | $6,688-35.8% |
| Admin fee / account holder | $796 | $9,689-91.8% | $7,899-89.9% | $13,397-94.1% |