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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,038 | $263,436+35.2% | $305,030+16.7% | $254,510+39.9% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 12.92% | 288.76%-275.8pp | 380.66%-367.7pp | 259.13%-246.2pp |
| Employer contribution / active EE | $7,735 | $47,316-83.7% | $45,083-82.8% | $41,469-81.3% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $10,806 | $13,313-18.8% | $12,800-15.6% | $21,546-49.8% |