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 | $2,838 | $53,516-94.7% | $126,539-97.8% | $84,808-96.7% |
| Participation rate | 84.6% | 58.2%+26.4pp | 69.8%+14.8pp | 68.3%+16.3pp |
| Annual return | 28.33% | 58.34%-30.0pp | 425.95%-397.6pp | 40.90%-12.6pp |
| Employer contribution / active EE | $236 | $1,535-84.6% | $3,674-93.6% | $2,631-91.0% |
| Participant deferral / active EE | $1,759 | $2,671-34.1% | $4,083-56.9% | $4,212-58.2% |
| Admin fee / account holder | $1,127 | $4,497-74.9% | $6,065-81.4% | $7,344-84.7% |