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 | $16,254 | $125,758-87.1% | $169,993-90.4% | $75,163-78.4% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.3pp |
| Annual return | 32.92% | 27.20%+5.7pp | 53.37%-20.5pp | 160.62%-127.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,640 | $6,837+11.7% | $10,408-26.6% | $4,125+85.2% |
| Admin fee / account holder | $1,491 | $8,173-81.8% | $12,815-88.4% | $5,651-73.6% |