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 7-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 | $5,011 | $124,281-96.0% | $109,143-95.4% | $167,490-97.0% |
| Participation rate | 89.5% | 79.4%+10.0pp | 75.9%+13.6pp | 82.1%+7.4pp |
| Annual return | 0.29% | 26.04%-25.7pp | 25.75%-25.5pp | 478.56%-478.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,151 | $5,255-40.0% | $4,653-32.3% | $6,341-50.3% |
| Admin fee / account holder | $403 | $7,970-94.9% | $6,752-94.0% | $12,309-96.7% |