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 | $20,811 | $185,822-88.8% | $169,993-87.8% | $139,434-85.1% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 7.84% | 60.50%-52.7pp | 53.37%-45.5pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,134 | $7,590-85.1% | $6,785-83.3% | $4,751-76.1% |
| Participant deferral / active EE | $3,578 | $11,622-69.2% | $10,408-65.6% | $6,710-46.7% |
| Admin fee / account holder | $29,857 | $15,381+94.1% | $12,815+133.0% | $11,403+161.8% |