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 | $26,287 | $180,449-85.4% | $154,107-82.9% | $135,375-80.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -9.76% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $823 | $6,035-86.4% | $5,298-84.5% | $4,779-82.8% |
| Participant deferral / active EE | $2,916 | $5,806-49.8% | $5,081-42.6% | $5,609-48.0% |
| Admin fee / account holder | $2,374 | $16,143-85.3% | $13,411-82.3% | $10,827-78.1% |