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 | $15,083 | $167,484-91.0% | $151,611-90.1% | $134,475-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.59% | 7.80%-40.4pp | 3.33%-35.9pp | 417.96%-450.6pp |
| Employer contribution / active EE | $843 | $6,829-87.7% | $6,166-86.3% | $4,740-82.2% |
| Participant deferral / active EE | $14,877 | $8,986+65.6% | $8,363+77.9% | $6,400+132.5% |
| Admin fee / account holder | $512 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |