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 6-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 | $17,415 | $185,822-90.6% | $169,993-89.8% | $139,434-87.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.74% | 60.50%-50.8pp | 53.37%-43.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $554 | $7,590-92.7% | $6,785-91.8% | $4,751-88.3% |
| Participant deferral / active EE | $3,351 | $11,622-71.2% | $10,408-67.8% | $6,710-50.1% |
| Admin fee / account holder | $839 | $15,381-94.5% | $12,815-93.5% | $11,403-92.6% |