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 10-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 | $15,607 | $73,102-78.7% | $123,544-87.4% | $56,287-72.3% |
| Participation rate | 77.1% | 74.3%+2.8pp | 82.3%-5.2pp | 69.9%+7.3pp |
| Annual return | -6.52% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,928 | $5,423-9.1% | $6,426-23.3% | $3,350+47.1% |
| Admin fee / account holder | $3,294 | $554+494.9% | $9,284-64.5% | $521+532.3% |