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 | $11,652 | $162,781-92.8% | $133,956-91.3% | $158,922-92.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 0.93% | 41.94%-41.0pp | 45.09%-44.2pp | 302.83%-301.9pp |
| Employer contribution / active EE | $914 | $4,975-81.6% | $3,919-76.7% | $4,761-80.8% |
| Participant deferral / active EE | $1,997 | $5,911-66.2% | $5,048-60.4% | $5,982-66.6% |
| Admin fee / account holder | $496 | $11,736-95.8% | $8,927-94.4% | $11,246-95.6% |