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 9-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 | $5,556 | $157,256-96.5% | $141,162-96.1% | $152,861-96.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 10.30% | 64.32%-54.0pp | 71.39%-61.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $217 | $5,261-95.9% | $4,735-95.4% | $4,762-95.5% |
| Participant deferral / active EE | $2,728 | $7,109-61.6% | $6,709-59.3% | $5,850-53.4% |
| Admin fee / account holder | $1,265 | $12,120-89.6% | $10,261-87.7% | $11,596-89.1% |