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 4-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 | $1,781 | $88,751-98.0% | $81,812-97.8% | $145,922-98.8% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 6.25% | 1025.40%-1019.1pp | 773.79%-767.5pp | 561.29%-555.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,446 | $4,643-68.9% | $4,319-66.5% | $6,688-78.4% |
| Admin fee / account holder | $2,146 | $8,415-74.5% | $7,386-70.9% | $13,397-84.0% |