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 | $20,259 | $87,013-76.7% | $106,213-80.9% | $80,856-74.9% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.6%+21.3pp |
| Annual return | 16.55% | 17.05%-0.5pp | 116.14%-99.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,291 | $3,986+158.2% | $5,016+105.2% | $4,296+139.6% |
| Admin fee / account holder | $1,267 | $8,431-85.0% | $11,033-88.5% | $6,918-81.7% |