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 7-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 | $12,414 | $183,519-93.2% | $155,509-92.0% | $145,922-91.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.63% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.7pp |
| Employer contribution / active EE | $214 | $5,313-96.0% | $4,672-95.4% | $4,660-95.4% |
| Participant deferral / active EE | $3,462 | $6,462-46.4% | $5,626-38.5% | $6,688-48.2% |
| Admin fee / account holder | $49,097 | $19,313+154.2% | $15,912+208.6% | $13,397+266.5% |