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 | $10,876 | $110,094-90.1% | $151,611-92.8% | $68,494-84.1% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -5.79% | -10.12%+4.3pp | 3.33%-9.1pp | -7.84%+2.1pp |
| Employer contribution / active EE | $1,098 | $4,471-75.4% | $6,166-82.2% | $2,596-57.7% |
| Participant deferral / active EE | $7,653 | $6,527+17.3% | $8,363-8.5% | $4,027+90.0% |
| Admin fee / account holder | $489 | $7,719-93.7% | $11,616-95.8% | $5,403-90.9% |