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 | $7,129 | $115,770-93.8% | $101,248-93.0% | $158,922-95.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.69% | 56.14%-50.4pp | 46.47%-40.8pp | 302.83%-297.1pp |
| Employer contribution / active EE | $341 | $4,175-91.8% | $3,660-90.7% | $4,761-92.8% |
| Participant deferral / active EE | $1,886 | $4,957-62.0% | $4,370-56.8% | $5,982-68.5% |
| Admin fee / account holder | $95,179 | $7,245+1213.7% | $5,945+1500.9% | $11,246+746.4% |