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 | $8,352 | $114,237-92.7% | $119,258-93.0% | $167,490-95.0% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | -2.35% | 29.87%-32.2pp | 30.69%-33.0pp | 478.56%-480.9pp |
| Employer contribution / active EE | $1,136 | $4,481-74.6% | $4,384-74.1% | $4,837-76.5% |
| Participant deferral / active EE | $3,922 | $6,084-35.5% | $6,111-35.8% | $6,341-38.1% |
| Admin fee / account holder | $940 | $8,932-89.5% | $7,226-87.0% | $12,309-92.4% |