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 10-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 | $13,342 | $202,318-93.4% | $172,739-92.3% | $152,861-91.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.29% | 1029.65%-1029.4pp | 802.84%-802.5pp | 345.32%-345.0pp |
| Employer contribution / active EE | $1,002 | $5,856-82.9% | $5,143-80.5% | $4,762-79.0% |
| Participant deferral / active EE | $3,517 | $5,948-40.9% | $5,198-32.3% | $5,850-39.9% |
| Admin fee / account holder | $55,849 | $17,109+226.4% | $13,954+300.2% | $11,596+381.6% |