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 5-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 | $19,201 | $73,004-73.7% | $90,749-78.8% | $68,494-72.0% |
| Participation rate | 95.9% | 70.8%+25.1pp | 75.7%+20.2pp | 67.9%+28.0pp |
| Annual return | 45.65% | -13.81%+59.5pp | -12.16%+57.8pp | -7.84%+53.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,138 | $3,627+234.7% | $4,564+166.0% | $4,027+201.4% |
| Admin fee / account holder | $501 | $5,896-91.5% | $8,445-94.1% | $5,403-90.7% |