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 5-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 | $9,943 | $138,044-92.8% | $125,339-92.1% | $134,475-92.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -23.41% | 750.33%-773.7pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $864 | $5,243-83.5% | $4,814-82.0% | $4,740-81.8% |
| Participant deferral / active EE | $7,703 | $7,799-1.2% | $7,446+3.5% | $6,400+20.4% |
| Admin fee / account holder | $534 | $11,571-95.4% | $10,010-94.7% | $11,426-95.3% |