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 | $2,612 | $183,519-98.6% | $155,509-98.3% | $145,922-98.2% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 22.49% | 61.17%-38.7pp | 64.67%-42.2pp | 561.29%-538.8pp |
| Employer contribution / active EE | $489 | $5,313-90.8% | $4,672-89.5% | $4,660-89.5% |
| Participant deferral / active EE | $2,274 | $6,462-64.8% | $5,626-59.6% | $6,688-66.0% |
| Admin fee / account holder | $370 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |