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 | $5,131 | $82,664-93.8% | $125,339-95.9% | $68,494-92.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -12.85% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $57 | $3,381-98.3% | $4,814-98.8% | $2,596-97.8% |
| Participant deferral / active EE | $3,555 | $6,110-41.8% | $7,446-52.3% | $4,027-11.7% |
| Admin fee / account holder | $626 | $6,275-90.0% | $10,010-93.7% | $5,403-88.4% |