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 | $5,708 | $64,480-91.1% | $81,382-93.0% | $80,856-92.9% |
| Participation rate | 95.2% | 63.9%+31.4pp | 69.5%+25.8pp | 67.6%+27.6pp |
| Annual return | 186.44% | 16.34%+170.1pp | 24.73%+161.7pp | 35.59%+150.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,683 | $3,094+51.4% | $3,883+20.6% | $4,296+9.0% |
| Admin fee / account holder | $320 | $5,671-94.3% | $5,768-94.4% | $6,918-95.4% |