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 | $4,538 | $209,336-97.8% | $197,124-97.7% | $137,256-96.7% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 3.00% | 48.09%-45.1pp | 44.34%-41.3pp | 220.34%-217.3pp |
| Employer contribution / active EE | $16 | $6,591-99.8% | $6,227-99.7% | $4,156-99.6% |
| Participant deferral / active EE | $3,548 | $9,614-63.1% | $9,135-61.2% | $6,407-44.6% |
| Admin fee / account holder | $18,226 | $17,308+5.3% | $16,298+11.8% | $12,270+48.5% |