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 3-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 | $12,143 | $177,572-93.2% | $154,803-92.2% | $142,382-91.5% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 31.75% | 65.07%-33.3pp | 58.88%-27.1pp | 217.08%-185.3pp |
| Employer contribution / active EE | $777 | $4,810-83.8% | $4,305-81.9% | $4,299-81.9% |
| Participant deferral / active EE | $2,566 | $6,272-59.1% | $5,540-53.7% | $6,507-60.6% |
| Admin fee / account holder | $784 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |