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 | $16,464 | $167,307-90.2% | $143,757-88.5% | $134,475-87.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.33% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,011 | $5,619-82.0% | $4,951-79.6% | $4,740-78.7% |
| Participant deferral / active EE | $4,839 | $6,446-24.9% | $5,637-14.2% | $6,400-24.4% |
| Admin fee / account holder | $3,442 | $18,088-81.0% | $14,673-76.5% | $11,426-69.9% |