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 | $8,035 | $138,044-94.2% | $125,339-93.6% | $134,475-94.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -30.46% | 750.33%-780.8pp | 572.05%-602.5pp | 417.96%-448.4pp |
| Employer contribution / active EE | $463 | $5,243-91.2% | $4,814-90.4% | $4,740-90.2% |
| Participant deferral / active EE | $2,746 | $7,799-64.8% | $7,446-63.1% | $6,400-57.1% |
| Admin fee / account holder | $425 | $11,571-96.3% | $10,010-95.8% | $11,426-96.3% |