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 | $25,765 | $80,968-68.2% | $96,544-73.3% | $75,163-65.7% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 95.45% | 27.06%+68.4pp | 25.84%+69.6pp | 160.62%-65.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,305 | $3,928+289.6% | $4,851+215.5% | $4,125+271.0% |
| Admin fee / account holder | $507 | $6,724-92.5% | $8,252-93.9% | $5,651-91.0% |