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 3-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 | $8,141 | $111,814-92.7% | $103,374-92.1% | $145,959-94.4% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 8.39% | 24.77%-16.4pp | 24.89%-16.5pp | 561.95%-553.6pp |
| Employer contribution / active EE | $631 | $4,214-85.0% | $3,869-83.7% | $4,661-86.5% |
| Participant deferral / active EE | $2,249 | $5,618-60.0% | $5,058-55.5% | $6,689-66.4% |
| Admin fee / account holder | $2,220 | $9,754-77.2% | $8,394-73.5% | $13,398-83.4% |