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 | $7,017 | $138,065-94.9% | $123,544-94.3% | $135,375-94.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -203.81% | 153.68%-357.5pp | 119.20%-323.0pp | 519.73%-723.5pp |
| Employer contribution / active EE | $635 | $5,151-87.7% | $4,628-86.3% | $4,779-86.7% |
| Participant deferral / active EE | $4,900 | $6,799-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $399 | $10,916-96.3% | $9,284-95.7% | $10,827-96.3% |