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 10-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 | $20,089 | $181,894-89.0% | $156,549-87.2% | $273,961-92.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 1.77% | 30.74%-29.0pp | 32.23%-30.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $553 | $6,248-91.2% | $5,501-90.0% | $4,869-88.6% |
| Participant deferral / active EE | $2,499 | $5,550-55.0% | $4,871-48.7% | $5,287-52.7% |
| Admin fee / account holder | $2,582 | $15,559-83.4% | $13,027-80.2% | $10,132-74.5% |