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 | $6,213 | $180,449-96.6% | $154,107-96.0% | $135,375-95.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -23.93% | 888.09%-912.0pp | 735.12%-759.0pp | 519.73%-543.7pp |
| Employer contribution / active EE | $1,244 | $6,035-79.4% | $5,298-76.5% | $4,779-74.0% |
| Participant deferral / active EE | $3,501 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $416 | $16,143-97.4% | $13,411-96.9% | $10,827-96.2% |