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 4-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 | $784 | $70,606-98.9% | $53,898-98.5% | $142,382-99.4% |
| Participation rate | 85.0% | 63.7%+21.3pp | 55.0%+30.0pp | 80.1%+4.9pp |
| Annual return | 3.01% | 619.81%-616.8pp | 528.60%-525.6pp | 217.08%-214.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $629 | $2,364-73.4% | $1,826-65.5% | $6,507-90.3% |
| Admin fee / account holder | $904 | $2,852-68.3% | $2,491-63.7% | $12,624-92.8% |