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 | $6,413 | $58,208-89.0% | $81,812-92.2% | $80,856-92.1% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.3%+15.2pp | 67.6%+19.9pp |
| Annual return | 92.55% | 41.66%+50.9pp | 773.79%-681.2pp | 35.59%+57.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,552 | $3,281+38.7% | $4,319+5.4% | $4,296+6.0% |
| Admin fee / account holder | $387 | $4,981-92.2% | $7,386-94.8% | $6,918-94.4% |