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 | $21,084 | $102,317-79.4% | $146,958-85.7% | $80,856-73.9% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 22.96% | 134.76%-111.8pp | 418.34%-395.4pp | 35.59%-12.6pp |
| Employer contribution / active EE | $8 | $3,713-99.8% | $4,933-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $11,503 | $6,644+73.1% | $8,070+42.5% | $4,296+167.8% |
| Admin fee / account holder | $2,284 | $7,941-71.2% | $12,998-82.4% | $6,918-67.0% |