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 | $8,454 | $95,416-91.1% | $185,823-95.5% | $85,850-90.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.94% | 23.59%-12.6pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $379 | $3,314-88.6% | $5,167-92.7% | $2,565-85.2% |
| Participant deferral / active EE | $1,585 | $3,423-53.7% | $5,568-71.5% | $3,952-59.9% |
| Admin fee / account holder | $1,766 | $7,213-75.5% | $16,237-89.1% | $6,260-71.8% |