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 10-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 | $20,926 | $91,552-77.1% | $133,956-84.4% | $79,858-73.8% |
| Participation rate | 79.1% | 73.3%+5.7pp | 79.8%-0.8pp | 69.6%+9.4pp |
| Annual return | 16.15% | 61.85%-45.7pp | 45.09%-28.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $344 | $2,384-85.6% | $3,919-91.2% | $2,471-86.1% |
| Participant deferral / active EE | $1,702 | $3,733-54.4% | $5,048-66.3% | $3,740-54.5% |
| Admin fee / account holder | $1,320 | $6,321-79.1% | $8,927-85.2% | $5,306-75.1% |