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 7-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 | $15,396 | $217,402-92.9% | $185,823-91.7% | $167,490-90.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.30% | 148.36%-143.1pp | 122.05%-116.7pp | 478.56%-473.3pp |
| Employer contribution / active EE | $686 | $5,873-88.3% | $5,167-86.7% | $4,837-85.8% |
| Participant deferral / active EE | $7,429 | $6,356+16.9% | $5,568+33.4% | $6,341+17.1% |
| Admin fee / account holder | $28,330 | $19,811+43.0% | $16,237+74.5% | $12,309+130.2% |