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 | $7,269 | $100,852-92.8% | $90,404-92.0% | $158,922-95.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.3pp |
| Annual return | 3.16% | 1724.20%-1721.0pp | 1293.02%-1289.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $66 | $3,689-98.2% | $3,262-98.0% | $4,761-98.6% |
| Participant deferral / active EE | $870 | $4,348-80.0% | $3,963-78.1% | $5,982-85.5% |
| Admin fee / account holder | $1,116 | $6,501-82.8% | $5,611-80.1% | $11,246-90.1% |