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 | $16,723 | $94,031-82.2% | $115,768-85.6% | $82,448-79.7% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.4%+19.1pp | 68.1%+25.4pp |
| Annual return | 33.70% | 20.61%+13.1pp | 100.46%-66.8pp | 41.64%-7.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,707 | $3,972+144.4% | $4,917+97.4% | $4,139+134.5% |
| Admin fee / account holder | $496 | $10,249-95.2% | $12,439-96.0% | $7,234-93.1% |