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 7-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 | $6,003 | $64,839-90.7% | $95,585-93.7% | $84,808-92.9% |
| Participation rate | 82.9% | 63.8%+19.0pp | 72.1%+10.8pp | 68.3%+14.5pp |
| Annual return | 48.27% | -670.96%+719.2pp | 38.56%+9.7pp | 40.90%+7.4pp |
| Employer contribution / active EE | $2 | $1,759-99.9% | $2,527-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $2,577 | $2,965-13.1% | $4,023-35.9% | $4,212-38.8% |
| Admin fee / account holder | $1,571 | $5,964-73.7% | $6,127-74.4% | $7,344-78.6% |