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 | $3,699 | $109,817-96.6% | $98,442-96.2% | $167,490-97.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 11.55% | 1956.69%-1945.1pp | 1492.73%-1481.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,357 | $4,673+14.6% | $4,276+25.3% | $6,341-15.5% |
| Admin fee / account holder | $570 | $6,753-91.6% | $5,949-90.4% | $12,309-95.4% |