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 6-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 | $13,746 | $63,346-78.3% | $92,233-85.1% | $70,131-80.4% |
| Participation rate | 90.5% | 68.7%+21.8pp | 76.5%+14.0pp | 69.5%+20.9pp |
| Annual return | 4.94% | 530.12%-525.2pp | 176.28%-171.3pp | 73.14%-68.2pp |
| Employer contribution / active EE | $35 | $2,471-98.6% | $3,679-99.1% | $2,342-98.5% |
| Participant deferral / active EE | $9,857 | $2,854+245.4% | $3,897+153.0% | $3,332+195.8% |
| Admin fee / account holder | $1,698 | $3,840-55.8% | $5,194-67.3% | $4,645-63.5% |