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 | $10,148 | $93,170-89.1% | $100,534-89.9% | $84,808-88.0% |
| Participation rate | 81.5% | 75.8%+5.6pp | 80.6%+0.9pp | 68.3%+13.2pp |
| Annual return | 23.13% | 47.13%-24.0pp | 32.66%-9.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,040 | $5,699-46.7% | $6,144-50.5% | $4,212-27.8% |
| Admin fee / account holder | $375 | $7,382-94.9% | $7,654-95.1% | $7,344-94.9% |