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 4-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 | $29,555 | $100,923-70.7% | $150,045-80.3% | $74,304-60.2% |
| Participation rate | 92.1% | 70.1%+22.0pp | 82.3%+9.8pp | 60.3%+31.8pp |
| Annual return | 32.73% | 51.77%-19.0pp | 62.55%-29.8pp | 29.43%+3.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,372 | $6,709+54.6% | $7,997+29.7% | $3,767+175.3% |
| Admin fee / account holder | $6,277 | $2,767+126.9% | $13,435-53.3% | $2,969+111.4% |