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 | $22,913 | $73,004-68.6% | $90,749-74.8% | $68,494-66.5% |
| Participation rate | 84.8% | 70.8%+13.9pp | 75.7%+9.1pp | 67.9%+16.9pp |
| Annual return | 30.28% | -13.81%+44.1pp | -12.16%+42.4pp | -7.84%+38.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,996 | $3,627+92.9% | $4,564+53.3% | $4,027+73.7% |
| Admin fee / account holder | $361 | $5,896-93.9% | $8,445-95.7% | $5,403-93.3% |