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 | $19,914 | $209,411-90.5% | $178,490-88.8% | $158,922-87.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -11.50% | 188.75%-200.2pp | 151.07%-162.6pp | 302.83%-314.3pp |
| Employer contribution / active EE | $925 | $5,706-83.8% | $5,011-81.5% | $4,761-80.6% |
| Participant deferral / active EE | $6,888 | $5,954+15.7% | $5,202+32.4% | $5,982+15.1% |
| Admin fee / account holder | $177,525 | $17,074+939.7% | $13,984+1169.5% | $11,246+1478.6% |