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 9-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 | $9,401 | $99,079-90.5% | $77,999-87.9% | $273,961-96.6% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.5%+10.8pp | 83.0%+3.3pp |
| Annual return | 0.63% | 217.93%-217.3pp | 425.96%-425.3pp | 41.45%-40.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,948 | $4,306+14.9% | $3,497+41.5% | $5,287-6.4% |
| Admin fee / account holder | $862 | $8,954-90.4% | $5,480-84.3% | $10,132-91.5% |