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 | $14,893 | $94,031-84.2% | $115,768-87.1% | $82,448-81.9% |
| Participation rate | 76.5% | 70.4%+6.1pp | 74.4%+2.1pp | 68.1%+8.4pp |
| Annual return | 14.05% | 20.61%-6.6pp | 100.46%-86.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $487 | $2,323-79.0% | $2,940-83.4% | $2,551-80.9% |
| Participant deferral / active EE | $2,227 | $3,972-43.9% | $4,917-54.7% | $4,139-46.2% |
| Admin fee / account holder | $2,303 | $10,249-77.5% | $12,439-81.5% | $7,234-68.2% |