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 | $10,655 | $63,346-83.2% | $92,233-88.4% | $70,131-84.8% |
| Participation rate | 74.6% | 68.7%+5.9pp | 76.5%-1.9pp | 69.5%+5.0pp |
| Annual return | 14.91% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $232 | $2,471-90.6% | $3,679-93.7% | $2,342-90.1% |
| Participant deferral / active EE | $2,000 | $2,854-29.9% | $3,897-48.7% | $3,332-40.0% |
| Admin fee / account holder | $1,310 | $3,840-65.9% | $5,194-74.8% | $4,645-71.8% |