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 | $19,729 | $146,267-86.5% | $197,124-90.0% | $82,448-76.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 86.7%+0.8pp | 68.1%+19.4pp |
| Annual return | 220.67% | 29.61%+191.1pp | 44.34%+176.3pp | 41.64%+179.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,068 | $7,035-13.7% | $9,135-33.6% | $4,139+46.6% |
| Admin fee / account holder | $730 | $14,422-94.9% | $16,298-95.5% | $7,234-89.9% |