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 | $29,309 | $32,993-11.2% | $110,523-73.5% | $52,729-44.4% |
| Participation rate | 100.0% | 41.3%+58.7pp | 47.6%+52.4pp | 12.6%+87.4pp |
| Annual return | 0.12% | 2.73%-2.6pp | 1.69%-1.6pp | 4.56%-4.4pp |
| Employer contribution / active EE | $1,793 | $13,500-86.7% | $24,295-92.6% | $15,526-88.5% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $1,655 | $2,215-25.3% | $1,392+18.9% | $1,711-3.3% |