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 | $8,229 | $159,602-94.8% | $150,045-94.5% | $142,382-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -28.05% | 70.24%-98.3pp | 62.55%-90.6pp | 217.08%-245.1pp |
| Employer contribution / active EE | $4 | $4,961-99.9% | $4,693-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $6,036 | $8,310-27.4% | $7,997-24.5% | $6,507-7.2% |
| Admin fee / account holder | $7,705 | $14,846-48.1% | $13,435-42.6% | $12,624-39.0% |