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 | $9,072 | $214,378-95.8% | $200,582-95.5% | $142,382-93.6% |
| Participation rate | 70.6% | 87.4%-16.9pp | 86.9%-16.3pp | 80.1%-9.5pp |
| Annual return | 4.35% | 46.41%-42.1pp | 42.33%-38.0pp | 217.08%-212.7pp |
| Employer contribution / active EE | $1,185 | $6,841-82.7% | $6,419-81.5% | $4,299-72.4% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,244 | $17,692-87.3% | $16,305-86.2% | $12,624-82.2% |