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 | $1,815 | $179,726-99.0% | $156,263-98.8% | $142,382-98.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.84% | 77.86%-74.0pp | 59.47%-55.6pp | 217.08%-213.2pp |
| Employer contribution / active EE | $694 | $5,069-86.3% | $4,333-84.0% | $4,299-83.9% |
| Participant deferral / active EE | $4,668 | $6,956-32.9% | $6,158-24.2% | $6,507-28.3% |
| Admin fee / account holder | $108,739 | $17,272+529.6% | $14,255+662.8% | $12,624+761.4% |