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 | $4,255 | $102,317-95.8% | $146,958-97.1% | $80,856-94.7% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 10.99% | 134.76%-123.8pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $326 | $3,713-91.2% | $4,933-93.4% | $2,755-88.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $311 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |