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 4-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 | $37,953 | $146,267-74.1% | $197,124-80.7% | $82,448-54.0% |
| Participation rate | 89.2% | 84.0%+5.2pp | 86.7%+2.5pp | 68.1%+21.1pp |
| Annual return | 62.15% | 29.61%+32.5pp | 44.34%+17.8pp | 41.64%+20.5pp |
| Employer contribution / active EE | $26 | $4,723-99.4% | $6,227-99.6% | $2,551-99.0% |
| Participant deferral / active EE | $9,378 | $7,035+33.3% | $9,135+2.7% | $4,139+126.6% |
| Admin fee / account holder | $8,002 | $14,422-44.5% | $16,298-50.9% | $7,234+10.6% |