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 6-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 | $18,386 | $73,933-75.1% | $96,683-81.0% | $75,163-75.5% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 13.86% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,104 | $3,659-15.2% | $4,878-36.4% | $4,125-24.7% |
| Admin fee / account holder | $993 | $5,216-81.0% | $6,730-85.2% | $5,651-82.4% |