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 | $19,385 | $106,115-81.7% | $85,969-77.5% | $125,391-84.5% |
| Participation rate | 73.3% | 84.1%-10.7pp | 76.5%-3.2pp | 83.2%-9.9pp |
| Annual return | 4.05% | 13.93%-9.9pp | 9.32%-5.3pp | 282.22%-278.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,841 | $4,859-62.1% | $3,829-51.9% | $5,352-65.6% |
| Admin fee / account holder | $643 | $8,144-92.1% | $6,053-89.4% | $9,540-93.3% |