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 | $13,727 | $109,881-87.5% | $150,045-90.9% | $84,808-83.8% |
| Participation rate | 71.1% | 76.1%-5.0pp | 82.3%-11.3pp | 68.3%+2.7pp |
| Annual return | 25.95% | 28.25%-2.3pp | 62.55%-36.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,406 | $6,636-48.7% | $7,997-57.4% | $4,212-19.1% |
| Admin fee / account holder | $3,501 | $8,568-59.1% | $13,435-73.9% | $7,344-52.3% |