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 3-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 | $20,541 | $77,503-73.5% | $100,391-79.5% | $80,856-74.6% |
| Participation rate | 91.9% | 76.9%+14.9pp | 81.5%+10.4pp | 67.6%+24.3pp |
| Annual return | 24.00% | 37.20%-13.2pp | 49.20%-25.2pp | 35.59%-11.6pp |
| Employer contribution / active EE | $39 | $2,801-98.6% | $3,942-99.0% | $2,755-98.6% |
| Participant deferral / active EE | $10,889 | $6,820+59.7% | $8,082+34.7% | $4,296+153.5% |
| Admin fee / account holder | $2,422 | $5,897-58.9% | $7,899-69.3% | $6,918-65.0% |