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 6-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 | $10,466 | $59,805-82.5% | $79,550-86.8% | $68,494-84.7% |
| Participation rate | 88.2% | 61.1%+27.2pp | 69.5%+18.7pp | 67.9%+20.3pp |
| Annual return | -0.01% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,259 | $3,024+107.0% | $3,985+57.1% | $4,027+55.4% |
| Admin fee / account holder | $579 | $4,835-88.0% | $6,832-91.5% | $5,403-89.3% |