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 | $20,555 | $80,673-74.5% | $101,326-79.7% | $84,808-75.8% |
| Participation rate | 84.4% | 77.8%+6.6pp | 81.5%+2.9pp | 68.3%+16.1pp |
| Annual return | 59.05% | 38.95%+20.1pp | 36.82%+22.2pp | 40.90%+18.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,983 | $6,840+31.3% | $7,994+12.4% | $4,212+113.3% |
| Admin fee / account holder | $941 | $12,784-92.6% | $11,185-91.6% | $7,344-87.2% |