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 8-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 | $21,433 | $209,411-89.8% | $178,490-88.0% | $158,922-86.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.11% | 188.75%-182.6pp | 151.07%-145.0pp | 302.83%-296.7pp |
| Employer contribution / active EE | $774 | $5,706-86.4% | $5,011-84.6% | $4,761-83.7% |
| Participant deferral / active EE | $6,800 | $5,954+14.2% | $5,202+30.7% | $5,982+13.7% |
| Admin fee / account holder | $609 | $17,074-96.4% | $13,984-95.6% | $11,246-94.6% |