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 | $5,007 | $175,202-97.1% | $149,673-96.7% | $139,434-96.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.14% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $50 | $5,474-99.1% | $4,818-99.0% | $4,751-98.9% |
| Participant deferral / active EE | $2,375 | $6,519-63.6% | $5,680-58.2% | $6,710-64.6% |
| Admin fee / account holder | $71,290 | $16,150+341.4% | $13,210+439.7% | $11,403+525.2% |