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 | $14,125 | $159,602-91.1% | $150,045-90.6% | $142,382-90.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | -8.13% | 70.24%-78.4pp | 62.55%-70.7pp | 217.08%-225.2pp |
| Employer contribution / active EE | $637 | $4,961-87.2% | $4,693-86.4% | $4,299-85.2% |
| Participant deferral / active EE | $8,490 | $8,310+2.2% | $7,997+6.2% | $6,507+30.5% |
| Admin fee / account holder | $2,648 | $14,846-82.2% | $13,435-80.3% | $12,624-79.0% |