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 | $6,307 | $86,929-92.7% | $102,423-93.8% | $80,856-92.2% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 23.08% | 18.88%+4.2pp | 29.32%-6.2pp | 35.59%-12.5pp |
| Employer contribution / active EE | $315 | $2,369-86.7% | $3,023-89.6% | $2,755-88.6% |
| Participant deferral / active EE | $4,187 | $4,118+1.7% | $5,053-17.1% | $4,296-2.5% |
| Admin fee / account holder | $911 | $8,049-88.7% | $9,451-90.4% | $6,918-86.8% |