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 | $9,702 | $53,777-82.0% | $134,143-92.8% | $79,858-87.9% |
| Participation rate | 80.0% | 58.8%+21.2pp | 72.2%+7.8pp | 69.6%+10.4pp |
| Annual return | 15.10% | 19.01%-3.9pp | 36.33%-21.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,564 | $2,420-35.4% | $3,499-55.3% | $3,740-58.2% |
| Admin fee / account holder | $1,407 | $3,984-64.7% | $6,684-79.0% | $5,306-73.5% |