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 6-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 | $10,861 | $138,044-92.1% | $125,339-91.3% | $134,475-91.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -59.78% | 750.33%-810.1pp | 572.05%-631.8pp | 417.96%-477.7pp |
| Employer contribution / active EE | $814 | $5,243-84.5% | $4,814-83.1% | $4,740-82.8% |
| Participant deferral / active EE | $8,600 | $7,799+10.3% | $7,446+15.5% | $6,400+34.4% |
| Admin fee / account holder | $1,286 | $11,571-88.9% | $10,010-87.1% | $11,426-88.7% |