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 | $6,031 | $123,909-95.1% | $69,647-91.3% | $145,922-95.9% |
| Participation rate | 87.5% | 69.2%+18.3pp | 66.5%+21.0pp | 80.3%+7.2pp |
| Annual return | 53.77% | 190.55%-136.8pp | 100.48%-46.7pp | 561.29%-507.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,954 | $4,236+16.9% | $2,886+71.6% | $6,688-25.9% |
| Admin fee / account holder | $613 | $7,863-92.2% | $4,713-87.0% | $13,397-95.4% |