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 4-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 | $7,163 | $154,228-95.4% | $145,433-95.1% | $137,256-94.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.17% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $17 | $4,804-99.6% | $4,554-99.6% | $4,156-99.6% |
| Participant deferral / active EE | $3,034 | $8,216-63.1% | $7,897-61.6% | $6,407-52.7% |
| Admin fee / account holder | $3,423 | $14,344-76.1% | $13,129-73.9% | $12,270-72.1% |