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 | $10,516 | $91,190-88.5% | $178,490-94.1% | $79,858-86.8% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 2.09% | 24.19%-22.1pp | 151.07%-149.0pp | 31.71%-29.6pp |
| Employer contribution / active EE | $140 | $3,256-95.7% | $5,011-97.2% | $2,471-94.3% |
| Participant deferral / active EE | $2,228 | $3,236-31.2% | $5,202-57.2% | $3,740-40.4% |
| Admin fee / account holder | $1,880 | $6,751-72.2% | $13,984-86.6% | $5,306-64.6% |