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 | $19,396 | $180,449-89.3% | $154,107-87.4% | $135,375-85.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.24% | 888.09%-898.3pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,143 | $6,035-81.1% | $5,298-78.4% | $4,779-76.1% |
| Participant deferral / active EE | $3,814 | $5,806-34.3% | $5,081-24.9% | $5,609-32.0% |
| Admin fee / account holder | $800 | $16,143-95.0% | $13,411-94.0% | $10,827-92.6% |