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 10-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 | $8,706 | $48,300-82.0% | $40,145,923-100.0% | $62,891-86.2% |
| Participation rate | 88.2% | 62.0%+26.2pp | 68.4%+19.8pp | 69.3%+18.9pp |
| Annual return | 7.86% | 6.95%+0.9pp | 5.24%+2.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,201 | $2,388-49.7% | $2,591-53.6% | $3,203-62.5% |
| Admin fee / account holder | $687 | $2,919-76.5% | $2,903-76.4% | $4,296-84.0% |