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 | $19,478 | $109,413-82.2% | $156,263-87.5% | $84,808-77.0% |
| Participation rate | 75.5% | 72.7%+2.8pp | 78.9%-3.4pp | 68.3%+7.2pp |
| Annual return | 108.51% | 20.18%+88.3pp | 59.47%+49.0pp | 40.90%+67.6pp |
| Employer contribution / active EE | $606 | $2,907-79.1% | $4,333-86.0% | $2,631-77.0% |
| Participant deferral / active EE | $2,603 | $4,590-43.3% | $6,158-57.7% | $4,212-38.2% |
| Admin fee / account holder | $906 | $9,357-90.3% | $14,255-93.6% | $7,344-87.7% |