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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,893 | $168,632-87.6% | $147,614-85.8% | $125,391-83.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.62% | 77.65%-83.3pp | 61.98%-67.6pp | 282.22%-287.8pp |
| Employer contribution / active EE | $580 | $6,252-90.7% | $5,564-89.6% | $4,866-88.1% |
| Participant deferral / active EE | $3,745 | $5,507-32.0% | $4,895-23.5% | $5,352-30.0% |
| Admin fee / account holder | $908 | $13,580-93.3% | $11,611-92.2% | $9,540-90.5% |