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 | $3,441 | $169,032-98.0% | $129,207-97.3% | $145,922-97.6% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 6.39% | 14330.11%-14323.7pp | 9417.33%-9410.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $60 | $5,537-98.9% | $4,153-98.6% | $4,660-98.7% |
| Participant deferral / active EE | $800 | $4,987-84.0% | $4,168-80.8% | $6,688-88.0% |
| Admin fee / account holder | $849 | $9,954-91.5% | $7,715-89.0% | $13,397-93.7% |