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 | $63,703-90.6% | $93,063-93.5% | $82,448-92.7% |
| Participation rate | 82.9% | 63.8%+19.0pp | 72.1%+10.7pp | 68.1%+14.8pp |
| Annual return | 48.27% | -775.43%+823.7pp | 34.15%+14.1pp | 41.64%+6.6pp |
| Employer contribution / active EE | $2 | $1,729-99.9% | $2,476-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $2,577 | $2,919-11.7% | $3,958-34.9% | $4,139-37.7% |
| Admin fee / account holder | $1,571 | $5,982-73.7% | $6,033-74.0% | $7,234-78.3% |