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 | $10,962 | $68,719-84.0% | $91,541-88.0% | $84,808-87.1% |
| Participation rate | 97.9% | 64.5%+33.4pp | 69.8%+28.1pp | 68.3%+29.6pp |
| Annual return | 42.92% | 19.12%+23.8pp | 20.50%+22.4pp | 40.90%+2.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,494 | $3,136+107.1% | $4,008+62.0% | $4,212+54.2% |
| Admin fee / account holder | $361 | $5,786-93.8% | $6,956-94.8% | $7,344-95.1% |