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 4-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 | $23,693 | $102,317-76.8% | $146,958-83.9% | $80,856-70.7% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 56.66% | 134.76%-78.1pp | 418.34%-361.7pp | 35.59%+21.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,453 | $6,644+27.2% | $8,070+4.7% | $4,296+96.8% |
| Admin fee / account holder | $646 | $7,941-91.9% | $12,998-95.0% | $6,918-90.7% |