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 | $14,284 | $180,449-92.1% | $154,107-90.7% | $135,375-89.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -14.85% | 888.09%-902.9pp | 735.12%-750.0pp | 519.73%-534.6pp |
| Employer contribution / active EE | $1,160 | $6,035-80.8% | $5,298-78.1% | $4,779-75.7% |
| Participant deferral / active EE | $5,796 | $5,806-0.2% | $5,081+14.1% | $5,609+3.3% |
| Admin fee / account holder | $305 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |