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 | $5,895 | $178,174-96.7% | $156,181-96.2% | $137,256-95.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.52% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $9 | $4,972-99.8% | $4,294-99.8% | $4,156-99.8% |
| Participant deferral / active EE | $2,450 | $6,888-64.4% | $6,132-60.0% | $6,407-61.8% |
| Admin fee / account holder | $4,026 | $17,404-76.9% | $14,586-72.4% | $12,270-67.2% |