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 | $20,947 | $135,635-84.6% | $110,238-81.0% | $135,375-84.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.32% | 513.19%-527.5pp | 314.74%-329.1pp | 519.73%-534.1pp |
| Employer contribution / active EE | $320 | $4,906-93.5% | $3,826-91.6% | $4,779-93.3% |
| Participant deferral / active EE | $4,503 | $5,506-18.2% | $4,672-3.6% | $5,609-19.7% |
| Admin fee / account holder | $1,369 | $11,457-88.0% | $8,547-84.0% | $10,827-87.4% |