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 7-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 | $19,470 | $183,963-89.4% | $162,163-88.0% | $152,861-87.3% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 11.20% | 150.76%-139.6pp | 115.59%-104.4pp | 345.32%-334.1pp |
| Employer contribution / active EE | $444 | $6,371-93.0% | $5,614-92.1% | $4,762-90.7% |
| Participant deferral / active EE | $5,341 | $8,034-33.5% | $7,298-26.8% | $5,850-8.7% |
| Admin fee / account holder | $21,429 | $13,121+63.3% | $10,843+97.6% | $11,596+84.8% |