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 5-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 | $5,873 | $58,627-90.0% | $76,735-92.3% | $82,448-92.9% |
| Participation rate | 84.8% | 63.2%+21.6pp | 69.5%+15.3pp | 68.1%+16.8pp |
| Annual return | 19.39% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,560 | $3,134-18.3% | $4,088-37.4% | $4,139-38.2% |
| Admin fee / account holder | $321 | $5,323-94.0% | $7,189-95.5% | $7,234-95.6% |