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 | $1,310 | $63,703-97.9% | $93,063-98.6% | $82,448-98.4% |
| Participation rate | 87.2% | 63.8%+23.4pp | 72.1%+15.1pp | 68.1%+19.2pp |
| Annual return | 50.91% | -775.43%+826.3pp | 34.15%+16.8pp | 41.64%+9.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,139 | $2,919-61.0% | $3,958-71.2% | $4,139-72.5% |
| Admin fee / account holder | $373 | $5,982-93.8% | $6,033-93.8% | $7,234-94.8% |