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 | $3,997 | $202,432-98.0% | $169,368-97.6% | $139,434-97.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.27% | 531.74%-510.5pp | 405.60%-384.3pp | 372.94%-351.7pp |
| Employer contribution / active EE | $427 | $4,692-90.9% | $4,013-89.4% | $4,751-91.0% |
| Participant deferral / active EE | $2,139 | $6,938-69.2% | $6,221-65.6% | $6,710-68.1% |
| Admin fee / account holder | $635 | $10,708-94.1% | $9,003-93.0% | $11,403-94.4% |