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 | $179,726-96.7% | $156,263-96.2% | $142,382-95.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.52% | 77.86%-70.3pp | 59.47%-51.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $9 | $5,069-99.8% | $4,333-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $2,450 | $6,956-64.8% | $6,158-60.2% | $6,507-62.3% |
| Admin fee / account holder | $4,026 | $17,272-76.7% | $14,255-71.8% | $12,624-68.1% |