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 | $21,046 | $214,378-90.2% | $200,582-89.5% | $142,382-85.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.48% | 46.41%-36.9pp | 42.33%-32.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,259 | $6,841-81.6% | $6,419-80.4% | $4,299-70.7% |
| Participant deferral / active EE | $5,098 | $9,865-48.3% | $9,331-45.4% | $6,507-21.7% |
| Admin fee / account holder | $58,553 | $17,692+231.0% | $16,305+259.1% | $12,624+363.8% |